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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $19,602,026 | -18.3% | 364,893 | -16.7% | 5.66% | -18.6% |
Q1 2024 | $24,002,624 | +7.5% | 438,004 | +3.0% | 6.96% | +0.8% |
Q4 2023 | $22,322,126 | +13.8% | 425,102 | +4.8% | 6.90% | +0.5% |
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, 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% |