WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 107 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $204,000 | -2.9% | 3,874 | 0.0% | 0.02% | -5.6% |
Q4 2021 | $210,000 | -4.1% | 3,874 | -3.4% | 0.02% | -41.9% |
Q2 2021 | $219,000 | -3.1% | 4,011 | -6.6% | 0.03% | +6.9% |
Q1 2021 | $226,000 | -22.6% | 4,294 | -25.6% | 0.03% | -29.3% |
Q4 2020 | $292,000 | +17.3% | 5,769 | +5.6% | 0.04% | +7.9% |
Q3 2020 | $249,000 | – | 5,461 | – | 0.04% | – |
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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% |