WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,248,515 | +44.8% | 46,505 | +49.8% | 0.19% | +46.1% |
| Q2 2023 | $1,552,913 | +3.3% | 31,040 | +2.7% | 0.13% | -9.9% |
| Q1 2023 | $1,502,924 | -25.2% | 30,222 | -29.3% | 0.14% | -31.1% |
| Q4 2022 | $2,009,606 | +46.7% | 42,721 | +25.2% | 0.21% | +29.6% |
| Q3 2022 | $1,370,000 | -28.0% | 34,124 | -18.5% | 0.16% | -25.7% |
| Q2 2022 | $1,903,000 | -5.3% | 41,877 | +9.9% | 0.21% | +10.3% |
| Q1 2022 | $2,010,000 | +16.8% | 38,110 | +19.7% | 0.19% | +19.0% |
| Q4 2021 | $1,721,000 | +103.4% | 31,825 | +104.9% | 0.16% | +79.1% |
| Q3 2021 | $846,000 | 0.0% | 15,529 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $846,000 | +43.6% | 15,529 | +38.6% | 0.09% | +35.8% |
| Q1 2021 | $589,000 | +29350.0% | 11,202 | +20267.3% | 0.07% | – |
| Q1 2019 | $2,000 | -60.0% | 55 | -50.0% | 0.00% | -100.0% |
| Q4 2018 | $5,000 | -16.7% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | +20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |