WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 94 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,951 | -2.0% | 148 | 0.0% | 0.00% | – |
Q1 2024 | $8,110 | +4.4% | 148 | 0.0% | 0.00% | – |
Q4 2023 | $7,771 | -41.3% | 148 | -46.0% | 0.00% | -100.0% |
Q3 2023 | $13,248 | -53.9% | 274 | -50.0% | 0.00% | 0.0% |
Q2 2023 | $28,745 | -77.3% | 548 | -76.3% | 0.00% | -83.3% |
Q1 2023 | $126,718 | +40256.1% | 2,309 | -59.6% | 0.01% | -25.0% |
Q4 2022 | $314 | -100.0% | 5,709 | -81.7% | 0.01% | -82.2% |
Q3 2022 | $1,712,000 | +10.0% | 31,158 | +10.0% | 0.04% | -8.2% |
Q2 2022 | $1,556,000 | -48.7% | 28,316 | -48.7% | 0.05% | +28.9% |
Q1 2022 | $3,033,000 | +117.4% | 55,208 | +114.1% | 0.04% | +40.7% |
Q4 2021 | $1,395,000 | +3.0% | 25,789 | +0.9% | 0.03% | 0.0% |
Q3 2021 | $1,354,000 | -3.8% | 25,563 | -0.8% | 0.03% | -6.9% |
Q2 2021 | $1,407,000 | +3.5% | 25,778 | -0.5% | 0.03% | +11.5% |
Q1 2021 | $1,360,000 | +3.7% | 25,902 | -0.1% | 0.03% | -50.9% |
Q4 2020 | $1,312,000 | +21.9% | 25,937 | +9.6% | 0.05% | -17.2% |
Q3 2020 | $1,076,000 | -0.7% | 23,665 | -3.2% | 0.06% | -25.6% |
Q2 2020 | $1,084,000 | +18.3% | 24,437 | +7.7% | 0.09% | -6.5% |
Q1 2020 | $916,000 | -16.4% | 22,693 | +10.8% | 0.09% | +12.2% |
Q4 2019 | $1,096,000 | +11.4% | 20,481 | +3.3% | 0.08% | +24.2% |
Q3 2019 | $984,000 | +8845.5% | 19,819 | +8908.6% | 0.07% | +3200.0% |
Q1 2019 | $11,000 | -98.0% | 220 | -98.1% | 0.00% | -93.9% |
Q4 2018 | $537,000 | +102.6% | 11,536 | +131.5% | 0.03% | +200.0% |
Q3 2018 | $265,000 | +99.2% | 4,984 | +97.9% | 0.01% | +83.3% |
Q2 2018 | $133,000 | +16.7% | 2,518 | +22.8% | 0.01% | +20.0% |
Q1 2018 | $114,000 | 0.0% | 2,050 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $114,000 | +78.1% | 2,050 | +75.2% | 0.01% | +66.7% |
Q3 2017 | $64,000 | +4.9% | 1,170 | +0.1% | 0.00% | 0.0% |
Q2 2017 | $61,000 | +5.2% | 1,169 | +0.4% | 0.00% | 0.0% |
Q1 2017 | $58,000 | +7.4% | 1,164 | +0.1% | 0.00% | 0.0% |
Q4 2016 | $54,000 | +285.7% | 1,163 | +285.1% | 0.00% | +200.0% |
Q3 2016 | $14,000 | +7.7% | 302 | +0.7% | 0.00% | 0.0% |
Q2 2016 | $13,000 | +18.2% | 300 | +36.4% | 0.00% | -50.0% |
Q1 2016 | $11,000 | – | 220 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |