WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $120,396 | -24.9% | 2,421 | -29.0% | 0.01% | -30.0% |
Q4 2022 | $160,407 | +15.4% | 3,410 | -1.7% | 0.01% | +11.1% |
Q3 2022 | $139,000 | -11.5% | 3,468 | 0.0% | 0.01% | -18.2% |
Q2 2022 | $157,000 | -16.5% | 3,468 | -2.5% | 0.01% | 0.0% |
Q1 2022 | $188,000 | -9.6% | 3,558 | -7.2% | 0.01% | -15.4% |
Q4 2021 | $208,000 | -4.6% | 3,836 | -7.3% | 0.01% | -13.3% |
Q3 2021 | $218,000 | -3.1% | 4,136 | 0.0% | 0.02% | -6.2% |
Q2 2021 | $225,000 | +3.7% | 4,136 | 0.0% | 0.02% | -15.8% |
Q1 2021 | $217,000 | +2.8% | 4,136 | -0.8% | 0.02% | 0.0% |
Q4 2020 | $211,000 | -42.5% | 4,171 | -51.9% | 0.02% | -24.0% |
Q3 2020 | $367,000 | +85.4% | 8,668 | +94.0% | 0.02% | -3.8% |
Q2 2020 | $198,000 | +12.5% | 4,469 | 0.0% | 0.03% | -16.1% |
Q1 2020 | $176,000 | -25.7% | 4,469 | +0.9% | 0.03% | +3.3% |
Q4 2019 | $237,000 | +7.7% | 4,429 | -0.0% | 0.03% | -16.7% |
Q3 2019 | $220,000 | -3.5% | 4,430 | -0.7% | 0.04% | -20.0% |
Q2 2019 | $228,000 | +5.1% | 4,460 | -4.3% | 0.04% | -18.2% |
Q4 2018 | $217,000 | -18.7% | 4,660 | -7.4% | 0.06% | +31.0% |
Q3 2018 | $267,000 | -9.8% | 5,030 | -5.2% | 0.04% | -35.4% |
Q4 2017 | $296,000 | +20.8% | 5,304 | +18.1% | 0.06% | +14.0% |
Q3 2017 | $245,000 | – | 4,492 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |