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 | $976,718 | -3.6% | 20,201 | -0.2% | 0.41% | -8.1% |
| Q2 2023 | $1,013,158 | -4.4% | 20,251 | -5.0% | 0.44% | -10.3% |
| Q1 2023 | $1,059,796 | +4.1% | 21,311 | -1.5% | 0.50% | -4.8% |
| Q4 2022 | $1,017,993 | +10.4% | 21,641 | -5.7% | 0.52% | +5.3% |
| Q3 2022 | $922,000 | -17.2% | 22,961 | -6.3% | 0.49% | -10.7% |
| Q2 2022 | $1,113,000 | -14.1% | 24,501 | -0.2% | 0.55% | +9.3% |
| Q1 2022 | $1,295,000 | +4.8% | 24,556 | +7.5% | 0.51% | +3.9% |
| Q4 2021 | $1,236,000 | +1.3% | 22,851 | -0.9% | 0.49% | -1.4% |
| Q3 2021 | $1,220,000 | -0.7% | 23,068 | +2.4% | 0.49% | +1.2% |
| Q2 2021 | $1,228,000 | +4.3% | 22,533 | +0.7% | 0.49% | -4.1% |
| Q1 2021 | $1,177,000 | +0.7% | 22,383 | -3.0% | 0.51% | +12.1% |
| Q4 2020 | $1,169,000 | +10.4% | 23,083 | -0.9% | 0.45% | -4.8% |
| Q3 2020 | $1,059,000 | +5.6% | 23,283 | +2.8% | 0.48% | -3.8% |
| Q2 2020 | $1,003,000 | -19.2% | 22,656 | -2.4% | 0.50% | -12.5% |
| Q4 2019 | $1,241,000 | +6.9% | 23,213 | -0.6% | 0.57% | +2.5% |
| Q3 2019 | $1,161,000 | -1.0% | 23,343 | +1.5% | 0.55% | +3.9% |
| Q2 2019 | $1,173,000 | +3.0% | 22,993 | +2.2% | 0.53% | -1.7% |
| Q1 2019 | $1,139,000 | +12.4% | 22,488 | +3.4% | 0.54% | +4.2% |
| Q4 2018 | $1,013,000 | -15.5% | 21,747 | -3.6% | 0.52% | +7.5% |
| Q3 2018 | $1,199,000 | -3.0% | 22,570 | -3.7% | 0.48% | -14.1% |
| Q2 2018 | $1,236,000 | -0.2% | 23,435 | +3.9% | 0.56% | -0.4% |
| Q1 2018 | $1,238,000 | +6.8% | 22,563 | +8.6% | 0.56% | +13.0% |
| Q4 2017 | $1,159,000 | -13.6% | 20,775 | -15.7% | 0.50% | -12.0% |
| Q3 2017 | $1,342,000 | +9.1% | 24,651 | +4.0% | 0.57% | +0.9% |
| Q2 2017 | $1,230,000 | +9.4% | 23,701 | +4.9% | 0.56% | +7.5% |
| Q1 2017 | $1,124,000 | +21.8% | 22,602 | +13.6% | 0.52% | -12.0% |
| Q4 2016 | $923,000 | -8.9% | 19,896 | -7.5% | 0.59% | +14.9% |
| Q3 2016 | $1,013,000 | +6.2% | 21,512 | +0.9% | 0.52% | +4.2% |
| Q2 2016 | $954,000 | -1.9% | 21,325 | +0.5% | 0.50% | -4.1% |
| Q1 2016 | $972,000 | +9.2% | 21,225 | +11.1% | 0.52% | +3.8% |
| Q4 2015 | $890,000 | +7.6% | 19,102 | +4.9% | 0.50% | +1.8% |
| Q3 2015 | $827,000 | -3.5% | 18,218 | +8.5% | 0.49% | -16.3% |
| Q2 2015 | $857,000 | -1.4% | 16,789 | +0.1% | 0.58% | -2.7% |
| Q1 2015 | $869,000 | +8.8% | 16,779 | +4.2% | 0.60% | +4.2% |
| Q4 2014 | $799,000 | -1.8% | 16,106 | +3.4% | 0.58% | -4.0% |
| Q3 2014 | $814,000 | +4.4% | 15,570 | +11.8% | 0.60% | +6.0% |
| Q2 2014 | $780,000 | +8.9% | 13,930 | +6.4% | 0.57% | +2.4% |
| Q1 2014 | $716,000 | +1.4% | 13,094 | +0.9% | 0.55% | -2.5% |
| Q4 2013 | $706,000 | +6.6% | 12,971 | +1.3% | 0.57% | -1.9% |
| Q3 2013 | $662,000 | +14.1% | 12,800 | +1.5% | 0.58% | +5.3% |
| Q2 2013 | $580,000 | – | 12,612 | – | 0.55% | – |
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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% |