WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 125 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,972 | +4.6% | 14,229 | +8.2% | 0.04% | +2.9% |
| Q2 2023 | $657,945 | +42.7% | 13,151 | +41.8% | 0.03% | +21.4% |
| Q1 2023 | $461,196 | +44.2% | 9,274 | +36.4% | 0.03% | +47.4% |
| Q4 2022 | $319,778 | +151.8% | 6,798 | +113.7% | 0.02% | +111.1% |
| Q3 2022 | $127,000 | +195.3% | 3,181 | +229.6% | 0.01% | +350.0% |
| Q2 2022 | $43,000 | +290.9% | 965 | +348.8% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | +22.2% | 215 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 215 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | +12.5% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | -21.4% | 215 | -23.2% | 0.00% | 0.0% |
| Q2 2017 | $14,000 | +7.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 280 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $12,000 | -7.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | -23.5% | 280 | -28.8% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | 0.0% | 393 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $17,000 | – | 393 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |