WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,757 | -52.8% | 5,393 | -51.2% | 0.01% | -53.3% |
| Q2 2023 | $552,838 | +16.8% | 11,050 | +16.1% | 0.02% | +15.4% |
| Q1 2023 | $473,330 | +4.4% | 9,518 | -1.2% | 0.01% | -7.1% |
| Q4 2022 | $453,372 | +20.6% | 9,638 | +3.0% | 0.01% | +7.7% |
| Q3 2022 | $376,000 | -13.6% | 9,360 | -2.2% | 0.01% | -13.3% |
| Q2 2022 | $435,000 | -20.3% | 9,575 | -7.5% | 0.02% | -6.2% |
| Q1 2022 | $546,000 | -3.4% | 10,354 | -1.0% | 0.02% | 0.0% |
| Q4 2021 | $565,000 | -0.9% | 10,454 | -3.0% | 0.02% | -11.1% |
| Q3 2021 | $570,000 | +9.8% | 10,779 | +13.1% | 0.02% | +12.5% |
| Q2 2021 | $519,000 | +10.2% | 9,529 | +6.5% | 0.02% | -5.9% |
| Q1 2021 | $471,000 | -44.0% | 8,951 | -46.1% | 0.02% | -50.0% |
| Q4 2020 | $841,000 | -13.7% | 16,602 | -22.5% | 0.03% | -26.1% |
| Q3 2020 | $974,000 | -10.0% | 21,410 | -12.4% | 0.05% | -22.0% |
| Q2 2020 | $1,082,000 | +51.1% | 24,446 | +34.9% | 0.06% | +25.5% |
| Q1 2020 | $716,000 | +6409.1% | 18,120 | +8528.6% | 0.05% | +4600.0% |
| Q3 2019 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | -71.8% | 210 | -70.7% | 0.00% | -66.7% |
| Q1 2018 | $39,000 | -2.5% | 717 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $40,000 | +2.6% | 717 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $39,000 | +5.4% | 717 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $37,000 | +2.8% | 717 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $36,000 | +5.9% | 717 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $34,000 | +6.2% | 717 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $32,000 | -3.0% | 717 | 0.0% | 0.01% | -22.2% |
| Q1 2016 | $33,000 | – | 717 | – | 0.01% | – |
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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% |