WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,568 | -6.0% | 75,048 | -2.7% | 0.02% | -4.3% |
| Q2 2023 | $3,859,866 | -5.6% | 77,151 | -6.1% | 0.02% | -11.5% |
| Q1 2023 | $4,087,338 | +5.0% | 82,191 | -0.7% | 0.03% | -7.1% |
| Q4 2022 | $3,894,179 | +0.6% | 82,784 | -14.1% | 0.03% | -9.7% |
| Q3 2022 | $3,871,000 | -5.0% | 96,420 | +7.5% | 0.03% | -6.1% |
| Q2 2022 | $4,076,000 | -22.7% | 89,694 | -10.3% | 0.03% | -8.3% |
| Q1 2022 | $5,273,000 | +33.0% | 99,966 | +36.3% | 0.04% | +28.6% |
| Q4 2021 | $3,965,000 | – | 73,324 | – | 0.03% | – |
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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% |