WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $23,000 | -4.2% | 444 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | +4.3% | 444 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | -42.5% | 444 | -39.9% | 0.00% | -40.0% |
| Q2 2021 | $40,000 | +2.6% | 739 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $39,000 | +5.4% | 739 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +8.8% | 739 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +3.0% | 739 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | +13.8% | 739 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $29,000 | -52.5% | 739 | -35.3% | 0.01% | -44.4% |
| Q4 2019 | $61,000 | +7.0% | 1,143 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | -1.7% | 1,143 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $58,000 | 0.0% | 1,143 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $58,000 | -12.1% | 1,143 | -19.4% | 0.01% | -21.4% |
| Q4 2018 | $66,000 | -49.2% | 1,418 | -42.1% | 0.01% | -46.2% |
| Q3 2018 | $130,000 | -41.2% | 2,449 | -41.6% | 0.03% | -46.9% |
| Q2 2018 | $221,000 | -34.4% | 4,195 | -31.8% | 0.05% | -38.0% |
| Q1 2018 | $337,000 | +368.1% | 6,151 | +378.3% | 0.08% | +295.0% |
| Q4 2017 | $72,000 | – | 1,286 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |