WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. 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, 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% |