WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,699 | -4.2% | 25,516 | -0.9% | 0.39% | +0.3% |
| Q2 2023 | $1,288,323 | -12.1% | 25,751 | -12.7% | 0.38% | -15.4% |
| Q1 2023 | $1,466,339 | +107560.7% | 29,486 | +1.8% | 0.46% | +3.6% |
| Q4 2022 | $1,362 | -99.9% | 28,961 | -1.9% | 0.44% | +7.1% |
| Q3 2022 | $1,185,000 | -14.1% | 29,528 | -2.8% | 0.41% | -5.7% |
| Q2 2022 | $1,380,000 | -13.9% | 30,378 | 0.0% | 0.44% | +2.1% |
| Q1 2022 | $1,603,000 | -5.7% | 30,378 | -3.4% | 0.43% | -1.2% |
| Q4 2021 | $1,699,000 | +1.6% | 31,433 | -0.7% | 0.43% | -8.9% |
| Q3 2021 | $1,673,000 | -7.0% | 31,658 | -4.1% | 0.47% | -6.3% |
| Q2 2021 | $1,799,000 | -5.5% | 32,998 | -8.8% | 0.50% | -10.1% |
| Q1 2021 | $1,903,000 | -46.5% | 36,178 | -48.5% | 0.56% | -49.5% |
| Q4 2020 | $3,560,000 | -7.1% | 70,312 | -16.6% | 1.11% | -13.5% |
| Q3 2020 | $3,831,000 | -9.2% | 84,257 | -11.6% | 1.28% | -14.3% |
| Q2 2020 | $4,218,000 | -0.4% | 95,279 | -11.1% | 1.50% | -15.5% |
| Q1 2020 | $4,234,000 | -26.8% | 107,204 | -0.9% | 1.78% | -5.1% |
| Q4 2019 | $5,785,000 | +7.3% | 108,172 | -0.3% | 1.87% | +5.8% |
| Q3 2019 | $5,393,000 | -1.3% | 108,453 | +1.2% | 1.77% | -1.7% |
| Q2 2019 | $5,466,000 | +2.0% | 107,167 | +1.2% | 1.80% | +0.9% |
| Q1 2019 | $5,361,000 | +6.3% | 105,870 | -2.2% | 1.78% | -4.1% |
| Q4 2018 | $5,044,000 | -13.3% | 108,241 | -1.1% | 1.86% | -1.3% |
| Q3 2018 | $5,816,000 | +2.8% | 109,472 | +2.1% | 1.88% | -2.8% |
| Q2 2018 | $5,658,000 | +2.1% | 107,250 | +6.2% | 1.94% | +1.3% |
| Q1 2018 | $5,541,000 | -2.2% | 101,004 | -0.6% | 1.91% | -5.7% |
| Q4 2017 | $5,668,000 | – | 101,615 | – | 2.03% | – |
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% |