WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |