WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |