WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,319 | -6.0% | 5,012 | -3.2% | 0.06% | -3.2% |
| Q2 2023 | $257,791 | +18.9% | 5,178 | +18.7% | 0.06% | +14.8% |
| Q1 2023 | $216,861 | -4.7% | 4,361 | -9.8% | 0.05% | -10.0% |
| Q4 2022 | $227,521 | +3.0% | 4,837 | -0.6% | 0.06% | -4.8% |
| Q2 2022 | $221,000 | -13.3% | 4,867 | +0.7% | 0.06% | -8.7% |
| Q1 2022 | $255,000 | -14.7% | 4,835 | -12.5% | 0.07% | -11.5% |
| Q4 2021 | $299,000 | +2.4% | 5,527 | -0.0% | 0.08% | -2.5% |
| Q3 2021 | $292,000 | -3.9% | 5,529 | -0.8% | 0.08% | -4.8% |
| Q2 2021 | $304,000 | +5.6% | 5,574 | -2.1% | 0.08% | -4.5% |
| Q1 2021 | $288,000 | +9.1% | 5,693 | -1.8% | 0.09% | -1.1% |
| Q4 2020 | $264,000 | 0.0% | 5,798 | 0.0% | 0.09% | 0.0% |
| Q3 2020 | $264,000 | +3.5% | 5,798 | +0.6% | 0.09% | -2.2% |
| Q2 2020 | $255,000 | +8.1% | 5,763 | +30.6% | 0.09% | +3.4% |
| Q4 2019 | $236,000 | +16.8% | 4,412 | +11.4% | 0.09% | +7.3% |
| Q3 2019 | $202,000 | +0.5% | 3,961 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $201,000 | -6.9% | 3,961 | -2.4% | 0.08% | -7.7% |
| Q4 2018 | $216,000 | 0.0% | 4,058 | 0.0% | 0.09% | 0.0% |
| Q3 2018 | $216,000 | +0.9% | 4,058 | -0.2% | 0.09% | -3.2% |
| Q2 2018 | $214,000 | -2.7% | 4,066 | +1.6% | 0.09% | -6.0% |
| Q1 2018 | $220,000 | +3.3% | 4,002 | +4.6% | 0.10% | +2.0% |
| Q4 2017 | $213,000 | +2.4% | 3,826 | 0.0% | 0.10% | -2.0% |
| Q3 2017 | $208,000 | +2.0% | 3,826 | -2.8% | 0.10% | -2.9% |
| Q2 2017 | $204,000 | -7.3% | 3,936 | -10.9% | 0.10% | -10.4% |
| Q1 2017 | $220,000 | +8.9% | 4,419 | +1.7% | 0.12% | +3.6% |
| Q4 2016 | $202,000 | -2.9% | 4,347 | -1.5% | 0.11% | -4.3% |
| Q3 2016 | $208,000 | +3.0% | 4,413 | -2.2% | 0.12% | -1.7% |
| Q2 2016 | $202,000 | -4.7% | 4,510 | -2.6% | 0.12% | -8.5% |
| Q1 2016 | $212,000 | – | 4,632 | – | 0.13% | – |
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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% |