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 | ||||
|---|---|---|---|---|---|---|
| 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, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |