WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 128 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,140 | -2.0% | 133 | 0.0% | 0.00% | – |
| Q1 2024 | $7,283 | +4.4% | 133 | 0.0% | 0.00% | – |
| Q4 2023 | $6,979 | +8.6% | 133 | 0.0% | 0.00% | – |
| 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 | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |