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 | $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 | 245,609 | $10,873,000 | 6.35% |
| MOLLER WEALTH PARTNERS | 185,658 | $8,219,000 | 3.59% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 752,765 | $33,325,000 | 2.36% |
| M Holdings Securities, Inc. | 291,585 | $12,908,000 | 2.31% |
| STRINGER ASSET MANAGEMENT, LLC | 43,112 | $1,909,000 | 2.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 76,609 | $3,391,000 | 1.99% |
| PLIMOTH TRUST CO LLC | 95,279 | $4,218,000 | 1.50% |
| Pinnacle Wealth Planning Services, Inc. | 108,028 | $4,571,000 | 1.48% |
| JFS WEALTH ADVISORS, LLC | 97,846 | $4,332,000 | 1.12% |
| MISSION WEALTH MANAGEMENT, LP | 189,813 | $8,403,000 | 0.72% |