WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,059,130 | -10.3% | 42,588 | -7.2% | 0.34% | -8.6% |
| Q2 2023 | $2,295,326 | -21.7% | 45,879 | -22.2% | 0.37% | -23.8% |
| Q1 2023 | $2,932,081 | -11.7% | 58,960 | -16.4% | 0.49% | -17.5% |
| Q4 2022 | $3,318,860 | -34.7% | 70,554 | -44.3% | 0.59% | -37.2% |
| Q3 2022 | $5,083,000 | -26.4% | 126,598 | -16.7% | 0.94% | -24.3% |
| Q2 2022 | $6,906,000 | -33.4% | 151,977 | -22.7% | 1.24% | -34.3% |
| Q1 2022 | $10,369,000 | -7.1% | 196,578 | -4.8% | 1.89% | -13.3% |
| Q4 2021 | $11,162,000 | +8.6% | 206,391 | +3.1% | 2.18% | -4.0% |
| Q3 2021 | $10,277,000 | +5.5% | 200,279 | +8.5% | 2.27% | +0.3% |
| Q2 2021 | $9,739,000 | +13.2% | 184,574 | +9.0% | 2.26% | +2.6% |
| Q1 2021 | $8,607,000 | +62.2% | 169,378 | +53.6% | 2.21% | +74.1% |
| Q4 2020 | $5,307,000 | +14.1% | 110,295 | +2.8% | 1.27% | -17.4% |
| Q3 2020 | $4,653,000 | +1.8% | 107,255 | -0.7% | 1.54% | +3.4% |
| Q2 2020 | $4,571,000 | +39.2% | 108,028 | +29.9% | 1.48% | -4.8% |
| Q1 2020 | $3,284,000 | -13.4% | 83,190 | +17.3% | 1.56% | -12.6% |
| Q4 2019 | $3,793,000 | -2.4% | 70,934 | -9.3% | 1.78% | -15.7% |
| Q3 2019 | $3,886,000 | +11.2% | 78,173 | +14.1% | 2.12% | +0.3% |
| Q2 2019 | $3,496,000 | +6.2% | 68,536 | +5.4% | 2.11% | -4.5% |
| Q1 2019 | $3,292,000 | -12.4% | 65,026 | -19.3% | 2.21% | -8.1% |
| Q4 2018 | $3,757,000 | +32.1% | 80,627 | +50.7% | 2.40% | -7.5% |
| Q3 2018 | $2,843,000 | +39.3% | 53,508 | +38.3% | 2.60% | +31.2% |
| Q2 2018 | $2,041,000 | +8.6% | 38,699 | +13.0% | 1.98% | +2.5% |
| Q1 2018 | $1,879,000 | +226.8% | 34,255 | +232.3% | 1.93% | +65.1% |
| Q4 2017 | $575,000 | – | 10,310 | – | 1.17% | – |
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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% |