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 2023 | $289,762 | -3.4% | 5,993 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $299,830 | +0.6% | 5,993 | 0.0% | 0.06% | -5.0% |
| Q1 2023 | $298,032 | +5.7% | 5,993 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $281,911 | +8.0% | 5,993 | -8.0% | 0.06% | +1.7% |
| Q3 2022 | $261,000 | -11.8% | 6,511 | 0.0% | 0.06% | -9.2% |
| Q2 2022 | $296,000 | -21.3% | 6,511 | -8.8% | 0.06% | -15.6% |
| Q1 2022 | $376,000 | -2.6% | 7,136 | 0.0% | 0.08% | -4.9% |
| Q4 2021 | $386,000 | – | 7,136 | – | 0.08% | – |
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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% |