WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 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% | – |
Download | ||||||
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% |