WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q2 2023. 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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |