WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. 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, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |