WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. 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, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |