WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,975 | +10.6% | 1,146 | +17.5% | 0.00% | +50.0% |
| Q2 2023 | $48,792 | +0.3% | 975 | +1.8% | 0.00% | -33.3% |
| Q1 2023 | $48,642 | +13.5% | 958 | +5.2% | 0.00% | 0.0% |
| Q4 2022 | $42,845 | +71.4% | 911 | +52.9% | 0.00% | +50.0% |
| Q3 2022 | $25,000 | -13.8% | 596 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | +7.4% | 640 | +18.5% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | – | 540 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |