WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $57,000 | +375.0% | 1,246 | +437.1% | 0.01% | +500.0% |
| Q1 2022 | $12,000 | -77.4% | 232 | -76.3% | 0.00% | -77.8% |
| Q4 2021 | $53,000 | +341.7% | 980 | +322.4% | 0.01% | +350.0% |
| Q3 2021 | $12,000 | -7.7% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 232 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $12,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 232 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $11,000 | +10.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -9.1% | 232 | -18.6% | 0.00% | -20.0% |
| Q1 2020 | $11,000 | +120.0% | 285 | +213.2% | 0.01% | +150.0% |
| Q3 2019 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 91 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |