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 | $2,106,319 | -34.4% | 43,564 | -32.2% | 0.00% | 0.0% |
| Q2 2023 | $3,212,977 | -56.0% | 64,221 | -56.3% | 0.00% | -66.7% |
| Q1 2023 | $7,302,552 | +290.6% | 146,844 | +269.4% | 0.00% | +200.0% |
| Q4 2022 | $1,869,793 | -14.9% | 39,749 | -27.3% | 0.00% | 0.0% |
| Q3 2022 | $2,197,000 | -79.6% | 54,709 | -72.5% | 0.00% | -75.0% |
| Q4 2021 | $10,762,000 | +607.6% | 199,004 | +613.2% | 0.00% | +300.0% |
| Q2 2021 | $1,521,000 | -68.8% | 27,903 | -69.9% | 0.00% | -50.0% |
| Q1 2021 | $4,875,000 | +500.4% | 92,716 | +478.3% | 0.00% | – |
| Q4 2020 | $812,000 | -78.3% | 16,032 | -80.5% | 0.00% | -100.0% |
| Q3 2020 | $3,737,000 | +33.0% | 82,184 | +29.5% | 0.00% | 0.0% |
| Q2 2020 | $2,810,000 | +24.8% | 63,480 | +50.8% | 0.00% | -33.3% |
| Q4 2019 | $2,251,000 | +590.5% | 42,090 | +542.3% | 0.00% | +200.0% |
| Q3 2019 | $326,000 | -90.0% | 6,553 | -89.8% | 0.00% | -83.3% |
| Q2 2019 | $3,265,000 | -16.9% | 64,010 | -17.5% | 0.01% | 0.0% |
| Q1 2019 | $3,928,000 | -31.2% | 77,583 | -27.8% | 0.01% | -45.5% |
| Q3 2018 | $5,708,000 | +13.7% | 107,435 | +12.9% | 0.01% | -8.3% |
| Q2 2018 | $5,020,000 | +35.2% | 95,163 | +40.6% | 0.01% | +20.0% |
| Q1 2018 | $3,713,000 | +457.5% | 67,686 | +466.5% | 0.01% | +400.0% |
| Q4 2017 | $666,000 | -83.9% | 11,948 | -84.3% | 0.00% | -84.6% |
| Q3 2017 | $4,146,000 | +28.0% | 76,131 | +22.0% | 0.01% | +18.2% |
| Q2 2017 | $3,239,000 | -65.6% | 62,411 | -67.0% | 0.01% | -73.8% |
| Q1 2017 | $9,408,000 | +271.0% | 189,177 | +246.1% | 0.04% | +281.8% |
| Q4 2016 | $2,536,000 | -60.2% | 54,652 | -59.7% | 0.01% | -64.5% |
| Q3 2016 | $6,376,000 | +395.4% | 135,456 | +371.1% | 0.03% | +416.7% |
| Q2 2016 | $1,287,000 | +14.1% | 28,756 | +16.7% | 0.01% | 0.0% |
| Q1 2016 | $1,128,000 | -76.2% | 24,634 | -75.8% | 0.01% | -80.0% |
| Q4 2015 | $4,746,000 | -10.6% | 101,878 | -12.8% | 0.03% | -9.1% |
| Q3 2015 | $5,307,000 | +335.4% | 116,841 | +389.0% | 0.03% | +312.5% |
| Q2 2015 | $1,219,000 | -59.9% | 23,892 | -59.3% | 0.01% | -66.7% |
| Q1 2015 | $3,040,000 | – | 58,682 | – | 0.02% | – |
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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% |