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 | $6,426 | -3.4% | 133 | 0.0% | 0.00% | – |
| Q2 2023 | $6,649 | +0.6% | 133 | 0.0% | 0.00% | – |
| Q1 2023 | $6,609 | +5.7% | 133 | 0.0% | 0.00% | – |
| Q4 2022 | $6,252 | +25.0% | 133 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -16.7% | 133 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $6,000 | -14.3% | 133 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 132 | -0.8% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -36.4% | 133 | -36.4% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +175.0% | 209 | +171.4% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | – | 77 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |