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 | $4,650,132 | -8.8% | 96,176 | -5.6% | 0.17% | -10.4% |
| Q2 2023 | $5,097,804 | -11.6% | 101,895 | -12.1% | 0.19% | -19.9% |
| Q1 2023 | $5,765,427 | +1.8% | 115,935 | -3.7% | 0.24% | -11.1% |
| Q4 2022 | $5,666,025 | -3.5% | 120,451 | -17.7% | 0.27% | -12.9% |
| Q3 2022 | $5,874,000 | -14.4% | 146,290 | -3.2% | 0.31% | -13.9% |
| Q2 2022 | $6,864,000 | -16.3% | 151,050 | -2.8% | 0.36% | -4.7% |
| Q1 2022 | $8,199,000 | -9.7% | 155,425 | -7.4% | 0.38% | -7.3% |
| Q4 2021 | $9,080,000 | -3.7% | 167,906 | -5.8% | 0.41% | -14.8% |
| Q3 2021 | $9,425,000 | -4.4% | 178,263 | -1.5% | 0.48% | -8.2% |
| Q2 2021 | $9,862,000 | +1.3% | 180,924 | -2.2% | 0.52% | -7.4% |
| Q1 2021 | $9,731,000 | -3.4% | 185,052 | -7.0% | 0.56% | -10.3% |
| Q4 2020 | $10,070,000 | +11.1% | 198,888 | -0.2% | 0.63% | -7.2% |
| Q3 2020 | $9,063,000 | +7.9% | 199,303 | +5.0% | 0.68% | -6.3% |
| Q2 2020 | $8,403,000 | +11.2% | 189,813 | -0.8% | 0.72% | -13.1% |
| Q1 2020 | $7,554,000 | -32.1% | 191,279 | -8.0% | 0.83% | -22.1% |
| Q4 2019 | $11,125,000 | +5.6% | 208,014 | -1.9% | 1.07% | -5.0% |
| Q3 2019 | $10,540,000 | -2.5% | 211,994 | +0.1% | 1.13% | -7.0% |
| Q2 2019 | $10,808,000 | -1.6% | 211,877 | -2.3% | 1.21% | -4.9% |
| Q1 2019 | $10,979,000 | +4.8% | 216,840 | -3.6% | 1.27% | -6.7% |
| Q4 2018 | $10,481,000 | -9.3% | 224,920 | +3.4% | 1.37% | -10.2% |
| Q3 2018 | $11,552,000 | +0.7% | 217,425 | -0.0% | 1.52% | -10.2% |
| Q2 2018 | $11,470,000 | -4.9% | 217,443 | -1.1% | 1.69% | -13.0% |
| Q1 2018 | $12,063,000 | -10.0% | 219,883 | -8.5% | 1.95% | -15.2% |
| Q4 2017 | $13,400,000 | +0.3% | 240,233 | -2.0% | 2.30% | -6.4% |
| Q3 2017 | $13,355,000 | +3.0% | 245,228 | -1.8% | 2.45% | -0.4% |
| Q2 2017 | $12,961,000 | -1.2% | 249,731 | -5.3% | 2.46% | -3.5% |
| Q1 2017 | $13,116,000 | -2.1% | 263,736 | -8.7% | 2.55% | -4.3% |
| Q4 2016 | $13,400,000 | -4.4% | 288,789 | -3.0% | 2.67% | -21.3% |
| Q3 2016 | $14,013,000 | +3.8% | 297,713 | -1.3% | 3.39% | -5.6% |
| Q2 2016 | $13,505,000 | -14.3% | 301,784 | -12.3% | 3.59% | -15.4% |
| Q1 2016 | $15,759,000 | -6.5% | 344,151 | -4.9% | 4.24% | -10.6% |
| Q4 2015 | $16,860,000 | -4.5% | 361,891 | -6.9% | 4.75% | -11.2% |
| Q3 2015 | $17,653,000 | -33.8% | 388,653 | -24.5% | 5.34% | -41.4% |
| Q2 2015 | $26,670,000 | – | 514,861 | – | 9.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |