WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 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% | – |
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% |