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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204 | +29.1% | 4,102 | +22.0% | 0.00% | 0.0% |
| Q4 2022 | $158 | -99.9% | 3,363 | -32.2% | 0.00% | 0.0% |
| Q3 2022 | $199,000 | -13.5% | 4,958 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -11.2% | 5,068 | +3.1% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | +2.4% | 4,916 | +4.9% | 0.00% | 0.0% |
| Q4 2021 | $253,000 | +13.5% | 4,686 | +10.9% | 0.00% | 0.0% |
| Q3 2021 | $223,000 | -2.6% | 4,225 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $229,000 | -6.9% | 4,205 | -10.1% | 0.00% | -50.0% |
| Q1 2021 | $246,000 | +4.2% | 4,680 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $236,000 | +47.5% | 4,680 | +32.9% | 0.00% | +100.0% |
| Q3 2020 | $160,000 | +23.1% | 3,522 | +20.3% | 0.00% | 0.0% |
| Q2 2020 | $130,000 | +5.7% | 2,928 | -5.9% | 0.00% | -50.0% |
| Q1 2020 | $123,000 | +547.4% | 3,110 | +763.9% | 0.00% | – |
| Q4 2019 | $19,000 | +111.1% | 360 | +102.2% | 0.00% | – |
| Q3 2019 | $9,000 | – | 178 | – | 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% |