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 | $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, 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% |