WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,000 | 0.0% | 156 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 156 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $7,000 | -81.6% | 156 | -81.8% | 0.00% | -66.7% |
| Q2 2020 | $38,000 | +8.6% | 856 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $35,000 | -31.4% | 856 | -9.5% | 0.00% | -20.0% |
| Q4 2019 | $51,000 | +8.5% | 946 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | -2.1% | 946 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | 0.0% | 946 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $48,000 | +9.1% | 946 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $44,000 | -6.4% | 946 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $47,000 | -6.0% | 946 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $50,000 | +31.6% | 946 | +35.1% | 0.01% | +16.7% |
| Q1 2018 | $38,000 | – | 700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |