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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,405,208 | -2.0% | 256,571 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $12,659,741 | +6.6% | 253,043 | +6.0% | 0.00% | 0.0% |
| Q1 2023 | $11,875,972 | +15.6% | 238,809 | +9.3% | 0.00% | 0.0% |
| Q4 2022 | $10,276,735 | -14.2% | 218,468 | -26.8% | 0.00% | -20.0% |
| Q3 2022 | $11,976,000 | -26.3% | 298,297 | -16.6% | 0.01% | -28.6% |
| Q2 2022 | $16,243,000 | +52.6% | 357,460 | +77.1% | 0.01% | +75.0% |
| Q1 2022 | $10,647,000 | -1.0% | 201,832 | +1.5% | 0.00% | +33.3% |
| Q4 2021 | $10,754,000 | +5.7% | 198,857 | +3.3% | 0.00% | 0.0% |
| Q3 2021 | $10,177,000 | +4.2% | 192,486 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $9,769,000 | -0.5% | 179,209 | -4.0% | 0.00% | 0.0% |
| Q1 2021 | $9,815,000 | -43.9% | 186,642 | -46.0% | 0.00% | -50.0% |
| Q4 2020 | $17,502,000 | -15.9% | 345,681 | -24.5% | 0.01% | -25.0% |
| Q3 2020 | $20,814,000 | -1.4% | 457,742 | -4.0% | 0.01% | -11.1% |
| Q2 2020 | $21,101,000 | -55.9% | 476,644 | -60.7% | 0.01% | -60.9% |
| Q1 2020 | $47,839,000 | +41.1% | 1,211,428 | +91.1% | 0.02% | +91.7% |
| Q4 2019 | $33,907,000 | +4.2% | 634,019 | -3.1% | 0.01% | -7.7% |
| Q3 2019 | $32,531,000 | -10.8% | 654,288 | -8.5% | 0.01% | -7.1% |
| Q2 2019 | $36,489,000 | +1.0% | 715,335 | +0.3% | 0.01% | -6.7% |
| Q1 2019 | $36,117,000 | -48.2% | 713,346 | -52.3% | 0.02% | -53.1% |
| Q4 2018 | $69,723,000 | +100.0% | 1,496,200 | +128.1% | 0.03% | +128.6% |
| Q3 2018 | $34,853,000 | -1.8% | 655,989 | -2.5% | 0.01% | -6.7% |
| Q2 2018 | $35,475,000 | -10.4% | 672,515 | -6.9% | 0.02% | -11.8% |
| Q1 2018 | $39,609,000 | +29.1% | 722,010 | +31.2% | 0.02% | +30.8% |
| Q4 2017 | $30,685,000 | -2.3% | 550,113 | -4.6% | 0.01% | -13.3% |
| Q3 2017 | $31,414,000 | +10.9% | 576,818 | +5.7% | 0.02% | 0.0% |
| Q2 2017 | $28,334,000 | +14.3% | 545,935 | +9.5% | 0.02% | +7.1% |
| Q1 2017 | $24,793,000 | +26.6% | 498,561 | +18.2% | 0.01% | +27.3% |
| Q4 2016 | $19,576,000 | -5.0% | 421,901 | -3.6% | 0.01% | -8.3% |
| Q3 2016 | $20,598,000 | +14.2% | 437,604 | +8.6% | 0.01% | +9.1% |
| Q2 2016 | $18,032,000 | +9.0% | 402,954 | +11.6% | 0.01% | 0.0% |
| Q1 2016 | $16,538,000 | +3.7% | 361,179 | +5.6% | 0.01% | +10.0% |
| Q4 2015 | $15,941,000 | +64.1% | 342,152 | +59.9% | 0.01% | +42.9% |
| Q3 2015 | $9,717,000 | -62.1% | 213,938 | -57.4% | 0.01% | -58.8% |
| Q2 2015 | $25,616,000 | +242.9% | 501,884 | +248.0% | 0.02% | +240.0% |
| Q1 2015 | $7,470,000 | +14.4% | 144,215 | +9.5% | 0.01% | 0.0% |
| Q4 2014 | $6,532,000 | – | 131,725 | – | 0.01% | – |
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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% |