WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,112,980 | +24.9% | 85,067 | +29.2% | 0.39% | +31.1% |
Q2 2023 | $3,293,749 | -5.2% | 65,835 | -5.8% | 0.30% | -9.8% |
Q1 2023 | $3,473,985 | +6.4% | 69,857 | +0.6% | 0.33% | +2.5% |
Q4 2022 | $3,266,471 | +20.4% | 69,440 | +2.8% | 0.32% | +7.4% |
Q3 2022 | $2,713,000 | -10.5% | 67,577 | +1.4% | 0.30% | -6.9% |
Q2 2022 | $3,030,000 | -11.7% | 66,673 | +2.5% | 0.32% | -1.2% |
Q1 2022 | $3,432,000 | -4.3% | 65,060 | -2.0% | 0.32% | -4.1% |
Q4 2021 | $3,588,000 | +3.2% | 66,354 | +0.9% | 0.34% | -5.3% |
Q3 2021 | $3,477,000 | -12.7% | 65,760 | -10.0% | 0.36% | -40.0% |
Q2 2021 | $3,982,000 | +7.1% | 73,047 | +3.3% | 0.60% | -21.5% |
Q1 2021 | $3,717,000 | -18.0% | 70,693 | -21.1% | 0.76% | -20.4% |
Q4 2020 | $4,534,000 | +8.5% | 89,555 | -2.5% | 0.95% | -4.1% |
Q3 2020 | $4,178,000 | -3.6% | 91,891 | -6.1% | 0.99% | -11.6% |
Q2 2020 | $4,332,000 | +3.0% | 97,846 | -8.1% | 1.12% | -10.9% |
Q1 2020 | $4,206,000 | -20.9% | 106,500 | +7.2% | 1.26% | -3.7% |
Q4 2019 | $5,315,000 | -0.7% | 99,379 | -7.7% | 1.31% | -4.2% |
Q3 2019 | $5,354,000 | -2.3% | 107,678 | +0.3% | 1.37% | -1.5% |
Q2 2019 | $5,478,000 | +2.6% | 107,392 | +1.8% | 1.39% | -0.4% |
Q1 2019 | $5,340,000 | +14.7% | 105,464 | +5.6% | 1.39% | +11.6% |
Q4 2018 | $4,655,000 | -18.6% | 99,897 | -7.2% | 1.25% | -15.3% |
Q3 2018 | $5,722,000 | -1.6% | 107,691 | -2.3% | 1.47% | -3.8% |
Q2 2018 | $5,814,000 | -4.5% | 110,212 | -0.7% | 1.53% | -4.7% |
Q1 2018 | $6,087,000 | +558.8% | 110,956 | +569.9% | 1.61% | +611.1% |
Q4 2017 | $924,000 | +7.2% | 16,562 | +4.6% | 0.23% | -39.7% |
Q4 2013 | $862,000 | +5.4% | 15,835 | +0.1% | 0.38% | -1.8% |
Q3 2013 | $818,000 | -99.9% | 15,820 | +2.9% | 0.38% | +7.6% |
Q2 2013 | $707,698,000 | – | 15,378 | – | 0.36% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 188,595 | $10,020,000 | 7.73% |
STRINGER ASSET MANAGEMENT, LLC | 117,715 | $6,254,000 | 4.91% |
TMD & ASSOCIATES, INC | 117,129 | $6,223,000 | 4.44% |
Parsec Financial Management, Inc. | 1,016,354 | $53,999,000 | 3.41% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 686,922 | $36,496,000 | 3.28% |
Pinnacle Wealth Planning Services, Inc. | 53,508 | $2,843,000 | 2.60% |
Avestar Capital, LLC | 82,730 | $4,364,000 | 2.52% |
PLIMOTH TRUST CO LLC | 109,472 | $5,816,000 | 1.88% |
MOLLER WEALTH PARTNERS | 80,500 | $4,277,000 | 1.87% |
MISSION WEALTH MANAGEMENT, LP | 217,425 | $11,552,000 | 1.52% |