WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,484 | -2.3% | 8,883 | +1.1% | 0.02% | -4.3% |
| Q2 2023 | $439,543 | +3.0% | 8,786 | +2.4% | 0.02% | -4.2% |
| Q1 2023 | $426,800 | +18.2% | 8,582 | +11.8% | 0.02% | +4.3% |
| Q4 2022 | $361,139 | +13.6% | 7,677 | -3.0% | 0.02% | -4.2% |
| Q3 2022 | $318,000 | -4.2% | 7,918 | +8.2% | 0.02% | -17.2% |
| Q2 2022 | $332,000 | +57.3% | 7,315 | +82.7% | 0.03% | +81.2% |
| Q1 2022 | $211,000 | +955.0% | 4,004 | +967.7% | 0.02% | +220.0% |
| Q1 2018 | $20,000 | -4.8% | 375 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $21,000 | +5.0% | 375 | 0.0% | 0.01% | -33.3% |
| Q3 2017 | $20,000 | – | 375 | – | 0.01% | – |
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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% |