WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,485 | -3.4% | 5,615 | 0.0% | 0.25% | +2.5% |
| Q2 2023 | $280,918 | +21.5% | 5,615 | +20.8% | 0.24% | +26.4% |
| Q1 2023 | $231,245 | +5.7% | 4,650 | 0.0% | 0.19% | +7.8% |
| Q4 2022 | $218,736 | +3.7% | 4,650 | 0.0% | 0.18% | -20.1% |
| Q2 2022 | $211,000 | -13.9% | 4,650 | 0.0% | 0.22% | +68.4% |
| Q1 2022 | $245,000 | -6.5% | 4,650 | -4.0% | 0.13% | -3.6% |
| Q4 2021 | $262,000 | +2.3% | 4,845 | 0.0% | 0.14% | -3.5% |
| Q3 2021 | $256,000 | -3.0% | 4,845 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $264,000 | +3.9% | 4,845 | 0.0% | 0.14% | -2.0% |
| Q1 2021 | $254,000 | -6.3% | 4,845 | -9.8% | 0.15% | -12.4% |
| Q4 2020 | $271,000 | -24.3% | 5,370 | -31.8% | 0.17% | -33.7% |
| Q3 2020 | $358,000 | +2.9% | 7,878 | 0.0% | 0.26% | -10.2% |
| Q2 2020 | $348,000 | -7.4% | 7,878 | -17.4% | 0.28% | -28.1% |
| Q1 2020 | $376,000 | -41.1% | 9,543 | -20.1% | 0.40% | -25.9% |
| Q4 2019 | $638,000 | – | 11,943 | – | 0.53% | – |
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% |