WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,765 | -3.4% | 2,415 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $120,822 | +0.6% | 2,415 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $120,098 | +105249.1% | 2,415 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $114 | -99.9% | 2,415 | 0.0% | 0.05% | +6.2% |
| Q3 2022 | $97,000 | -11.8% | 2,415 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $110,000 | -13.4% | 2,415 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $127,000 | -8.6% | 2,415 | -5.8% | 0.05% | -12.3% |
| Q4 2021 | $139,000 | +2.2% | 2,565 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $136,000 | -2.9% | 2,565 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $140,000 | +3.7% | 2,565 | 0.0% | 0.06% | -6.1% |
| Q1 2021 | $135,000 | +3.8% | 2,565 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $130,000 | +11.1% | 2,565 | 0.0% | 0.07% | +1.5% |
| Q3 2020 | $117,000 | +2.6% | 2,565 | 0.0% | 0.07% | -10.8% |
| Q2 2020 | $114,000 | +4.6% | 2,565 | -6.9% | 0.07% | -12.9% |
| Q1 2020 | $109,000 | -25.9% | 2,755 | 0.0% | 0.08% | -10.5% |
| Q4 2019 | $147,000 | +7.3% | 2,755 | 0.0% | 0.10% | -2.1% |
| Q3 2019 | $137,000 | +1270.0% | 2,755 | +1350.0% | 0.10% | +1112.5% |
| Q2 2019 | $10,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 190 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | – | 190 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |