WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |