WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 28 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,450,409 | -2.0% | 54,044 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $2,499,398 | -9.8% | 53,717 | -9.3% | 0.00% | 0.0% |
| Q1 2023 | $2,771,680 | -0.5% | 59,229 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $2,785,302 | +12.4% | 59,515 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $2,479,000 | -6.9% | 60,268 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $2,662,000 | -7.3% | 57,872 | +3.0% | 0.00% | 0.0% |
| Q1 2022 | $2,872,000 | +1.2% | 56,209 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $2,839,000 | +430.7% | 56,748 | +397.0% | 0.00% | – |
| Q3 2021 | $535,000 | +70.9% | 11,418 | +75.8% | 0.00% | – |
| Q2 2021 | $313,000 | -2.5% | 6,495 | -5.0% | 0.00% | – |
| Q1 2021 | $321,000 | -8.5% | 6,840 | -16.7% | 0.00% | – |
| Q4 2020 | $351,000 | -7.6% | 8,216 | -18.2% | 0.00% | – |
| Q3 2020 | $380,000 | -10.0% | 10,047 | -8.7% | 0.00% | – |
| Q2 2020 | $422,000 | -22.0% | 11,007 | -30.5% | 0.00% | – |
| Q1 2020 | $541,000 | -54.8% | 15,847 | -36.0% | 0.00% | – |
| Q4 2019 | $1,197,000 | +7.5% | 24,747 | +2.3% | 0.00% | – |
| Q3 2019 | $1,113,000 | -4.1% | 24,186 | -3.3% | 0.00% | – |
| Q2 2019 | $1,160,000 | -5.3% | 25,023 | -5.8% | 0.00% | -100.0% |
| Q1 2019 | $1,225,000 | +6.8% | 26,573 | -3.3% | 0.00% | 0.0% |
| Q4 2018 | $1,147,000 | -15.8% | 27,469 | -6.2% | 0.00% | 0.0% |
| Q3 2018 | $1,363,000 | +17.1% | 29,285 | +15.3% | 0.00% | 0.0% |
| Q2 2018 | $1,164,000 | +3.9% | 25,404 | +5.5% | 0.00% | – |
| Q1 2018 | $1,120,000 | -1.1% | 24,071 | +3.1% | 0.00% | – |
| Q4 2017 | $1,133,000 | -2.8% | 23,350 | -5.7% | 0.00% | -100.0% |
| Q3 2017 | $1,166,000 | +8.2% | 24,749 | +3.8% | 0.00% | 0.0% |
| Q2 2017 | $1,078,000 | +4.7% | 23,837 | +4.0% | 0.00% | 0.0% |
| Q1 2017 | $1,030,000 | +10.8% | 22,916 | +7.1% | 0.00% | 0.0% |
| Q4 2016 | $930,000 | -7.6% | 21,390 | -9.1% | 0.00% | 0.0% |
| Q3 2016 | $1,007,000 | +15.7% | 23,530 | +12.7% | 0.00% | 0.0% |
| Q2 2016 | $870,000 | -19.4% | 20,884 | -21.1% | 0.00% | 0.0% |
| Q1 2016 | $1,080,000 | +9.4% | 26,459 | +5.6% | 0.00% | 0.0% |
| Q4 2015 | $987,000 | -11.6% | 25,049 | -14.3% | 0.00% | 0.0% |
| Q3 2015 | $1,116,000 | -21.0% | 29,221 | -10.1% | 0.00% | 0.0% |
| Q2 2015 | $1,412,000 | +9.0% | 32,494 | +11.2% | 0.00% | 0.0% |
| Q1 2015 | $1,296,000 | +11.1% | 29,226 | +10.0% | 0.00% | 0.0% |
| Q4 2014 | $1,167,000 | – | 26,569 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |