WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 107 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,454 | -8.5% | 20,361 | -5.3% | 0.01% | -11.1% |
| Q2 2023 | $1,075,795 | -24.2% | 21,503 | -24.6% | 0.01% | -25.0% |
| Q1 2023 | $1,418,603 | -36.1% | 28,526 | -39.5% | 0.01% | -42.9% |
| Q4 2022 | $2,219,555 | +36.2% | 47,184 | +16.3% | 0.02% | -36.4% |
| Q3 2022 | $1,630,000 | -2.3% | 40,586 | +10.5% | 0.03% | +22.2% |
| Q2 2022 | $1,669,000 | -7.3% | 36,733 | +7.6% | 0.03% | +3.8% |
| Q1 2022 | $1,801,000 | -4.2% | 34,140 | -1.7% | 0.03% | -3.7% |
| Q4 2021 | $1,879,000 | +10.0% | 34,736 | +7.5% | 0.03% | 0.0% |
| Q3 2021 | $1,708,000 | -3.5% | 32,304 | -0.5% | 0.03% | -3.6% |
| Q2 2021 | $1,770,000 | +20.1% | 32,478 | +15.9% | 0.03% | -3.4% |
| Q1 2021 | $1,474,000 | +16.8% | 28,023 | +12.4% | 0.03% | +16.0% |
| Q4 2020 | $1,262,000 | +32.4% | 24,935 | +19.0% | 0.02% | -67.9% |
| Q3 2020 | $953,000 | +5.1% | 20,954 | +2.2% | 0.08% | -7.1% |
| Q2 2020 | $907,000 | +12.8% | 20,497 | +0.7% | 0.08% | -14.3% |
| Q1 2020 | $804,000 | +24.3% | 20,352 | +67.8% | 0.10% | +50.8% |
| Q4 2019 | $647,000 | -11.4% | 12,132 | -17.3% | 0.06% | -27.0% |
| Q3 2019 | $730,000 | -6.8% | 14,667 | -4.7% | 0.09% | -11.9% |
| Q2 2019 | $783,000 | +14.5% | 15,396 | +13.9% | 0.10% | +4.1% |
| Q1 2019 | $684,000 | +17.5% | 13,514 | +8.5% | 0.10% | +2.1% |
| Q4 2018 | $582,000 | +0.9% | 12,459 | +15.2% | 0.10% | +14.5% |
| Q3 2018 | $577,000 | -34.4% | 10,818 | -35.0% | 0.08% | -46.1% |
| Q2 2018 | $879,000 | – | 16,646 | – | 0.15% | – |
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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% |