WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 125 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,612,454 | -1.1% | 405,635 | +2.3% | 6.87% | +1.3% |
| Q2 2023 | $19,833,882 | +1.1% | 396,440 | +0.5% | 6.79% | -2.6% |
| Q1 2023 | $19,624,713 | +4.0% | 394,625 | -1.6% | 6.97% | +0.6% |
| Q4 2022 | $18,861,999 | +24.4% | 400,978 | +6.2% | 6.92% | +8.3% |
| Q3 2022 | $15,164,000 | -7.2% | 377,685 | +5.8% | 6.39% | -3.7% |
| Q2 2022 | $16,341,000 | -13.4% | 356,944 | +0.8% | 6.64% | -2.3% |
| Q1 2022 | $18,872,000 | +1.9% | 354,203 | +3.4% | 6.79% | +2.8% |
| Q4 2021 | $18,517,000 | +10.4% | 342,399 | +8.2% | 6.61% | +2.5% |
| Q3 2021 | $16,774,000 | -0.1% | 316,358 | +4.2% | 6.45% | -0.4% |
| Q2 2021 | $16,797,000 | +5.4% | 303,721 | +0.2% | 6.48% | -1.3% |
| Q1 2021 | $15,938,000 | +5.5% | 303,093 | +1.5% | 6.56% | -0.3% |
| Q4 2020 | $15,113,000 | +27.6% | 298,495 | +14.6% | 6.58% | +5.6% |
| Q3 2020 | $11,848,000 | +9.0% | 260,551 | +6.1% | 6.24% | -1.8% |
| Q2 2020 | $10,873,000 | +30.1% | 245,609 | +16.1% | 6.35% | +9.9% |
| Q1 2020 | $8,356,000 | -10.4% | 211,607 | +21.3% | 5.78% | +14.5% |
| Q4 2019 | $9,326,000 | +11.4% | 174,384 | +3.6% | 5.05% | +4.3% |
| Q3 2019 | $8,373,000 | +3.0% | 168,397 | +5.6% | 4.84% | -7.7% |
| Q2 2019 | $8,132,000 | +9.6% | 159,419 | +8.8% | 5.25% | -5.7% |
| Q1 2019 | $7,422,000 | +12.2% | 146,588 | +3.3% | 5.56% | +9.2% |
| Q4 2018 | $6,614,000 | -34.0% | 141,931 | -24.7% | 5.10% | -34.0% |
| Q3 2018 | $10,020,000 | +5.2% | 188,595 | +4.4% | 7.73% | -9.1% |
| Q2 2018 | $9,525,000 | +0.7% | 180,562 | +4.7% | 8.50% | +3.8% |
| Q1 2018 | $9,462,000 | +3.2% | 172,469 | +4.9% | 8.19% | -5.2% |
| Q4 2017 | $9,171,000 | – | 164,419 | – | 8.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |