WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,191 | -92.3% | 66 | -92.5% | 0.00% | – |
| Q2 2023 | $41,292 | +1158.1% | 884 | +1239.4% | 0.00% | – |
| Q1 2023 | $3,282 | +5.7% | 66 | 0.0% | 0.00% | – |
| Q4 2022 | $3,105 | -61.2% | 66 | -58.8% | 0.00% | – |
| Q1 2022 | $8,000 | +14.3% | 160 | +28.0% | 0.00% | – |
| Q4 2021 | $7,000 | -72.0% | 125 | -73.8% | 0.00% | – |
| Q3 2021 | $25,000 | +25.0% | 478 | +30.2% | 0.00% | – |
| Q2 2021 | $20,000 | – | 367 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 245,609 | $10,873,000 | 6.35% |
| MOLLER WEALTH PARTNERS | 185,658 | $8,219,000 | 3.59% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 752,765 | $33,325,000 | 2.36% |
| M Holdings Securities, Inc. | 291,585 | $12,908,000 | 2.31% |
| STRINGER ASSET MANAGEMENT, LLC | 43,112 | $1,909,000 | 2.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 76,609 | $3,391,000 | 1.99% |
| PLIMOTH TRUST CO LLC | 95,279 | $4,218,000 | 1.50% |
| Pinnacle Wealth Planning Services, Inc. | 108,028 | $4,571,000 | 1.48% |
| JFS WEALTH ADVISORS, LLC | 97,846 | $4,332,000 | 1.12% |
| MISSION WEALTH MANAGEMENT, LP | 189,813 | $8,403,000 | 0.72% |