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 | $1,011 | -32.6% | 20,241 | -33.2% | 0.14% | -29.6% |
| Q2 2023 | $1,499 | -5.2% | 30,303 | -3.9% | 0.20% | -8.1% |
| Q1 2023 | $1,581 | +4.2% | 31,517 | -2.3% | 0.22% | +6.8% |
| Q4 2022 | $1,518 | -99.9% | 32,267 | -1.2% | 0.21% | +1.0% |
| Q3 2022 | $1,317,000 | -11.9% | 32,653 | +0.4% | 0.20% | -7.7% |
| Q2 2022 | $1,495,000 | -14.0% | 32,526 | -0.5% | 0.22% | -4.3% |
| Q1 2022 | $1,739,000 | -1.0% | 32,685 | +1.0% | 0.23% | +1.8% |
| Q4 2021 | $1,757,000 | +2.5% | 32,354 | +0.3% | 0.23% | -0.9% |
| Q3 2021 | $1,714,000 | -1.7% | 32,269 | +0.1% | 0.23% | -6.9% |
| Q2 2021 | $1,743,000 | +0.8% | 32,246 | -2.3% | 0.25% | -8.9% |
| Q1 2021 | $1,730,000 | 0.0% | 32,989 | 0.0% | 0.27% | 0.0% |
| Q4 2020 | $1,730,000 | -28.5% | 32,989 | -65.3% | 0.27% | -37.4% |
| Q3 2020 | $2,418,000 | +59.0% | 95,069 | +177.2% | 0.43% | +47.8% |
| Q2 2020 | $1,521,000 | -81.2% | 34,297 | -80.8% | 0.29% | -54.7% |
| Q1 2020 | $8,104,000 | +101.3% | 178,211 | +136.8% | 0.65% | +28.1% |
| Q4 2019 | $4,025,000 | +10.4% | 75,256 | +2.4% | 0.50% | -18.7% |
| Q3 2019 | $3,647,000 | -1.9% | 73,504 | +0.8% | 0.62% | -2.1% |
| Q2 2019 | $3,718,000 | +1.8% | 72,894 | +1.0% | 0.63% | +6.0% |
| Q1 2019 | $3,653,000 | +16.7% | 72,148 | +7.2% | 0.60% | +1.9% |
| Q4 2018 | $3,131,000 | -11.1% | 67,323 | +1.5% | 0.59% | -1.3% |
| Q3 2018 | $3,523,000 | +0.4% | 66,300 | -0.4% | 0.60% | +0.3% |
| Q2 2018 | $3,510,000 | +1.9% | 66,537 | +6.0% | 0.59% | +1.0% |
| Q1 2018 | $3,444,000 | +35.0% | 62,777 | +37.2% | 0.59% | +32.2% |
| Q4 2017 | $2,552,000 | – | 45,758 | – | 0.44% | – |
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% |