WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $20,000 | -13.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $23,000 | -11.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -3.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +3.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 500 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $27,000 | +3.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +8.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +10.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -25.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | -3.8% | 500 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +8.7% | 500 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $23,000 | -14.8% | 500 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $27,000 | +3.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $26,000 | -3.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | -3.6% | 500 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $28,000 | +3.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $27,000 | +3.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $25,000 | -73.1% | 500 | -75.0% | 0.01% | -75.0% |
| Q4 2016 | $93,000 | -1.1% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $94,000 | +4.4% | 2,000 | 0.0% | 0.03% | +3.2% |
| Q2 2016 | $90,000 | -2.2% | 2,000 | 0.0% | 0.03% | -6.1% |
| Q1 2016 | $92,000 | -1.1% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $93,000 | -31.6% | 2,000 | -33.3% | 0.03% | -36.5% |
| Q3 2015 | $136,000 | -11.1% | 3,000 | 0.0% | 0.05% | -8.8% |
| Q2 2015 | $153,000 | -1.3% | 3,000 | 0.0% | 0.06% | -3.4% |
| Q1 2015 | $155,000 | +4.0% | 3,000 | 0.0% | 0.06% | -1.7% |
| Q4 2014 | $149,000 | -5.1% | 3,000 | 0.0% | 0.06% | -9.1% |
| Q3 2014 | $157,000 | -6.5% | 3,000 | 0.0% | 0.07% | -5.7% |
| Q2 2014 | $168,000 | +2.4% | 3,000 | 0.0% | 0.07% | -7.9% |
| Q1 2014 | $164,000 | -49.7% | 3,000 | -50.0% | 0.08% | -14.6% |
| Q4 2013 | $326,000 | +110.3% | 6,000 | +100.0% | 0.09% | -5.3% |
| Q3 2013 | $155,000 | +12.3% | 3,000 | 0.0% | 0.09% | +3.3% |
| Q2 2013 | $138,000 | -4.2% | 3,000 | 0.0% | 0.09% | -11.7% |
| Q1 2013 | $144,000 | +3.6% | 3,000 | 0.0% | 0.10% | -6.4% |
| Q4 2012 | $139,000 | – | 3,000 | – | 0.11% | – |
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% |