WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,192 | -6.1% | 343,625 | -6.7% | 3.54% | +87.1% |
| Q1 2023 | $18,313 | +6.0% | 368,252 | +0.3% | 1.90% | +4.1% |
| Q4 2022 | $17,274 | -99.9% | 367,224 | -3.4% | 1.82% | +7.9% |
| Q3 2022 | $15,258,000 | +42.5% | 380,018 | +61.3% | 1.69% | +55.6% |
| Q2 2022 | $10,705,000 | -13.2% | 235,586 | +0.8% | 1.08% | +16.2% |
| Q1 2022 | $12,328,000 | -6.5% | 233,697 | -3.4% | 0.93% | -27.6% |
| Q2 2021 | $13,186,000 | -3.6% | 241,894 | -7.0% | 1.29% | +3.5% |
| Q1 2021 | $13,676,000 | -7.9% | 260,082 | -11.4% | 1.24% | -34.3% |
| Q4 2020 | $14,856,000 | +10.6% | 293,414 | -0.7% | 1.90% | -11.5% |
| Q3 2020 | $13,436,000 | +4.1% | 295,479 | +1.3% | 2.14% | -7.2% |
| Q2 2020 | $12,908,000 | +23.5% | 291,585 | +10.1% | 2.31% | +49.2% |
| Q1 2020 | $10,456,000 | +722.0% | 264,784 | +1012.9% | 1.55% | +316.1% |
| Q4 2019 | $1,272,000 | +35.8% | 23,793 | +26.2% | 0.37% | +29.6% |
| Q3 2019 | $937,000 | +5.2% | 18,852 | +7.9% | 0.29% | -4.7% |
| Q2 2019 | $891,000 | +1.5% | 17,465 | +0.8% | 0.30% | +48.3% |
| Q1 2019 | $878,000 | +196.6% | 17,333 | +173.2% | 0.20% | +120.7% |
| Q4 2018 | $296,000 | -12.2% | 6,345 | 0.0% | 0.09% | +4.5% |
| Q3 2018 | $337,000 | +0.6% | 6,345 | 0.0% | 0.09% | -4.3% |
| Q2 2018 | $335,000 | -3.7% | 6,345 | 0.0% | 0.09% | -13.2% |
| Q1 2018 | $348,000 | -53.2% | 6,345 | -50.0% | 0.11% | -5.4% |
| Q4 2017 | $744,000 | +115.0% | 12,690 | +100.0% | 0.11% | +2.8% |
| Q3 2017 | $346,000 | +9.5% | 6,345 | +4.1% | 0.11% | +0.9% |
| Q2 2017 | $316,000 | +14.5% | 6,098 | +10.1% | 0.11% | +1.9% |
| Q1 2017 | $276,000 | +7.4% | 5,540 | 0.0% | 0.11% | +19.1% |
| Q4 2016 | $257,000 | -1.5% | 5,540 | 0.0% | 0.09% | -25.2% |
| Q3 2016 | $261,000 | +0.4% | 5,540 | -4.7% | 0.12% | -10.5% |
| Q2 2016 | $260,000 | +20.9% | 5,811 | +37.7% | 0.13% | -7.6% |
| Q2 2015 | $215,000 | -6.5% | 4,219 | -4.8% | 0.14% | -4.0% |
| Q1 2015 | $230,000 | +8.5% | 4,431 | +3.5% | 0.15% | +8.7% |
| Q4 2014 | $212,000 | -6.6% | 4,281 | -1.6% | 0.14% | +8.7% |
| Q3 2014 | $227,000 | -7.0% | 4,352 | 0.0% | 0.13% | -18.6% |
| Q2 2014 | $244,000 | +3.0% | 4,352 | 0.0% | 0.16% | -7.7% |
| Q4 2013 | $237,000 | – | 4,352 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |