WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 122 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |