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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,170,000 | +0.3% | 47,757 | +16.4% | 0.00% | -98.2% |
| Q1 2022 | $2,164,000 | -6.2% | 41,028 | -3.8% | 0.17% | +4.4% |
| Q4 2021 | $2,307,000 | +8.3% | 42,652 | +5.9% | 0.16% | -2.4% |
| Q3 2021 | $2,130,000 | -3.3% | 40,288 | -0.3% | 0.16% | -32.8% |
| Q2 2021 | $2,202,000 | +1.5% | 40,395 | -2.1% | 0.24% | -3.9% |
| Q1 2021 | $2,170,000 | -12.3% | 41,265 | -24.1% | 0.25% | -13.0% |
| Q3 2020 | $2,473,000 | +14.9% | 54,384 | +11.9% | 0.29% | +23.7% |
| Q2 2020 | $2,152,000 | +30.7% | 48,616 | +16.6% | 0.24% | +36.4% |
| Q1 2020 | $1,647,000 | -43.4% | 41,705 | -23.4% | 0.17% | -60.3% |
| Q4 2019 | $2,910,000 | +16.8% | 54,417 | +8.6% | 0.44% | +0.2% |
| Q3 2019 | $2,492,000 | -22.4% | 50,120 | -20.4% | 0.44% | -11.9% |
| Q2 2019 | $3,212,000 | +1.9% | 62,959 | +1.2% | 0.49% | -9.5% |
| Q1 2019 | $3,151,000 | +55.8% | 62,234 | +43.4% | 0.55% | +28.8% |
| Q4 2018 | $2,023,000 | +3.2% | 43,406 | +17.7% | 0.42% | -12.0% |
| Q3 2018 | $1,960,000 | +32566.7% | 36,893 | +27639.1% | 0.48% | +9540.0% |
| Q2 2015 | $6,000 | +100.0% | 133 | +72.7% | 0.01% | +150.0% |
| Q1 2015 | $3,000 | – | 77 | – | 0.00% | – |
Download | ||||||
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% |