WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 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% |