WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. 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 | 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% |