WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,672,256 | +2.3% | 75,949 | +5.9% | 0.01% | -16.7% |
| Q2 2023 | $3,589,137 | +0.2% | 71,745 | -0.4% | 0.01% | -14.3% |
| Q1 2023 | $3,581,896 | +4.4% | 72,022 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $3,432,208 | +15.2% | 72,949 | -1.7% | 0.01% | 0.0% |
| Q3 2022 | $2,980,000 | -36.7% | 74,196 | -28.4% | 0.01% | -30.0% |
| Q2 2022 | $4,705,000 | -13.8% | 103,593 | -0.8% | 0.01% | -9.1% |
| Q1 2022 | $5,461,000 | +0.4% | 104,452 | +3.9% | 0.01% | +10.0% |
| Q4 2021 | $5,438,000 | +6.5% | 100,576 | +4.2% | 0.01% | -9.1% |
| Q3 2021 | $5,105,000 | -9.0% | 96,542 | -6.2% | 0.01% | -8.3% |
| Q2 2021 | $5,612,000 | -1.1% | 102,959 | -4.6% | 0.01% | -14.3% |
| Q1 2021 | $5,677,000 | +0.4% | 107,958 | -3.4% | 0.01% | -6.7% |
| Q4 2020 | $5,655,000 | -3.7% | 111,713 | -13.5% | 0.02% | -16.7% |
| Q3 2020 | $5,871,000 | +3.4% | 129,166 | +0.7% | 0.02% | -5.3% |
| Q2 2020 | $5,680,000 | +28.3% | 128,291 | -71.8% | 0.02% | +5.6% |
| Q1 2020 | $4,426,000 | – | 455,591 | – | 0.02% | – |
Download | ||||||
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% |