WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $25,000 | -3.8% | 468 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 468 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $25,000 | -13.8% | 468 | -17.6% | 0.01% | -22.2% |
| Q4 2020 | $29,000 | +11.5% | 568 | 0.0% | 0.01% | +80.0% |
| Q3 2020 | $26,000 | -13.3% | 568 | -15.0% | 0.01% | -54.5% |
| Q2 2020 | $30,000 | -3.2% | 668 | -15.2% | 0.01% | -26.7% |
| Q1 2020 | $31,000 | -26.2% | 788 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $42,000 | +7.7% | 788 | 0.0% | 0.02% | +30.8% |
| Q3 2019 | $39,000 | -2.5% | 788 | 0.0% | 0.01% | -18.8% |
| Q2 2019 | $40,000 | 0.0% | 788 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $40,000 | +8.1% | 788 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $37,000 | – | 788 | – | 0.02% | – |
Download | ||||||
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% |