WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. 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% | – |
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% |