WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 123 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,432 | -4.7% | 6,868 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $343,606 | +0.6% | 6,868 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $341,546 | +23.7% | 6,868 | 0.0% | 0.06% | -1.6% |
| Q3 2022 | $276,000 | -11.5% | 6,868 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $312,000 | -13.8% | 6,868 | 0.0% | 0.06% | -7.4% |
| Q1 2022 | $362,000 | -2.4% | 6,868 | 0.0% | 0.07% | +47.8% |
| Q4 2021 | $371,000 | +2.2% | 6,868 | 0.0% | 0.05% | -37.0% |
| Q3 2021 | $363,000 | -2.9% | 6,868 | 0.0% | 0.07% | -2.7% |
| Q2 2021 | $374,000 | +3.6% | 6,868 | 0.0% | 0.08% | -5.1% |
| Q1 2021 | $361,000 | +3.7% | 6,868 | 0.0% | 0.08% | -6.0% |
| Q4 2020 | $348,000 | +9.4% | 6,868 | 0.0% | 0.08% | +5.0% |
| Q3 2020 | $318,000 | +4.6% | 6,868 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $304,000 | +12.2% | 6,868 | 0.0% | 0.08% | -2.4% |
| Q1 2020 | $271,000 | – | 6,868 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |