WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 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% |