WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |