WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,074 | +0.6% | 4,119 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $204,838 | -1.0% | 4,119 | -9.5% | 0.04% | -4.3% |
| Q2 2022 | $207,000 | -13.8% | 4,550 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $240,000 | -2.4% | 4,550 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $246,000 | -72.9% | 4,550 | -73.5% | 0.05% | -75.2% |
| Q3 2021 | $908,000 | -3.5% | 17,170 | -0.6% | 0.20% | -2.4% |
| Q2 2021 | $941,000 | +3.6% | 17,265 | 0.0% | 0.21% | -0.5% |
| Q1 2021 | $908,000 | -0.3% | 17,265 | -4.0% | 0.21% | -7.6% |
| Q4 2020 | $911,000 | -8.7% | 17,991 | -18.0% | 0.22% | -19.9% |
| Q3 2020 | $998,000 | -12.6% | 21,944 | -14.9% | 0.28% | -10.5% |
| Q2 2020 | $1,142,000 | +10.2% | 25,792 | -1.7% | 0.31% | 0.0% |
| Q1 2020 | $1,036,000 | -41.3% | 26,238 | -20.5% | 0.31% | -23.2% |
| Q4 2019 | $1,765,000 | -46.2% | 33,002 | -50.0% | 0.41% | +3.0% |
| Q3 2019 | $3,282,000 | +94.1% | 66,004 | +99.1% | 0.40% | +0.5% |
| Q2 2019 | $1,691,000 | +0.5% | 33,152 | -0.2% | 0.40% | -4.4% |
| Q1 2019 | $1,682,000 | +8.0% | 33,213 | -0.6% | 0.41% | -5.5% |
| Q4 2018 | $1,557,000 | -7.3% | 33,419 | +5.7% | 0.44% | -7.8% |
| Q3 2018 | $1,680,000 | +1.5% | 31,623 | +0.8% | 0.47% | -4.4% |
| Q2 2018 | $1,655,000 | -3.8% | 31,378 | 0.0% | 0.50% | -7.1% |
| Q1 2018 | $1,721,000 | +3.0% | 31,378 | +4.8% | 0.53% | -2.0% |
| Q4 2017 | $1,671,000 | -3.5% | 29,948 | -5.8% | 0.54% | +2.6% |
| Q3 2017 | $1,731,000 | +50.3% | 31,790 | +43.2% | 0.53% | +32.1% |
| Q2 2017 | $1,152,000 | +25.5% | 22,195 | +20.2% | 0.40% | +23.7% |
| Q1 2017 | $918,000 | – | 18,464 | – | 0.32% | – |
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% |