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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | -12.5% | 163 | +2.5% | 0.00% | -100.0% |
| Q1 2022 | $8,000 | -11.1% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 159 | +1.3% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 157 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 156 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 154 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 153 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 152 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 151 | +2.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -64.7% | 148 | -54.7% | 0.00% | -50.0% |
| Q4 2019 | $17,000 | +70.0% | 327 | +58.0% | 0.00% | +100.0% |
| Q3 2019 | $10,000 | +11.1% | 207 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +28.6% | 182 | +27.3% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | – | 143 | – | 0.00% | – |
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% |