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 | ||||
---|---|---|---|---|---|---|
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. | 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% |