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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,296 | -3.4% | 9,851 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $492,846 | +0.1% | 9,851 | -0.5% | 0.01% | -12.5% |
| Q1 2023 | $492,426 | +7.9% | 9,902 | +2.1% | 0.01% | 0.0% |
| Q4 2022 | $456,382 | +16.1% | 9,702 | -1.0% | 0.01% | +14.3% |
| Q3 2022 | $393,000 | -12.3% | 9,800 | -0.6% | 0.01% | -12.5% |
| Q2 2022 | $448,000 | -30.1% | 9,858 | -18.9% | 0.01% | -20.0% |
| Q1 2022 | $641,000 | +15.3% | 12,161 | +18.3% | 0.01% | +25.0% |
| Q4 2021 | $556,000 | -15.6% | 10,281 | -17.5% | 0.01% | -27.3% |
| Q3 2021 | $659,000 | +189.0% | 12,460 | +197.4% | 0.01% | +175.0% |
| Q2 2021 | $228,000 | -100.0% | 4,190 | -58.7% | 0.00% | -20.0% |
| Q1 2021 | $533,212,000 | +188982.3% | 10,140 | +82.2% | 0.01% | -16.7% |
| Q4 2020 | $282,000 | +7.2% | 5,565 | -3.8% | 0.01% | -14.3% |
| Q3 2020 | $263,000 | -9.6% | 5,782 | -11.9% | 0.01% | -12.5% |
| Q2 2020 | $291,000 | -37.6% | 6,565 | -44.5% | 0.01% | -52.9% |
| Q1 2020 | $466,000 | -26.3% | 11,825 | 0.0% | 0.02% | -10.5% |
| Q4 2019 | $632,000 | +4.1% | 11,825 | -3.3% | 0.02% | -5.0% |
| Q3 2019 | $607,000 | -14.9% | 12,225 | -12.6% | 0.02% | -23.1% |
| Q2 2019 | $713,000 | -16.8% | 13,985 | -17.5% | 0.03% | -27.8% |
| Q1 2019 | $857,000 | +4.3% | 16,942 | -4.0% | 0.04% | -10.0% |
| Q4 2018 | $822,000 | +3.5% | 17,640 | +18.1% | 0.04% | +5.3% |
| Q3 2018 | $794,000 | +13133.3% | 14,942 | +12670.9% | 0.04% | – |
| Q2 2018 | $6,000 | -94.7% | 117 | -94.3% | 0.00% | -100.0% |
| Q1 2018 | $113,000 | +135.4% | 2,063 | +139.6% | 0.01% | +100.0% |
| Q4 2017 | $48,000 | +50.0% | 861 | +43.7% | 0.00% | +33.3% |
| Q3 2017 | $32,000 | +1500.0% | 599 | +1098.0% | 0.00% | – |
| Q2 2017 | $2,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 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% |