WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $301,638 | -2.0% | 5,615 | 0.0% | 0.24% | -4.8% |
| Q1 2024 | $307,702 | +4.4% | 5,615 | 0.0% | 0.25% | +1.6% |
| Q4 2023 | $294,844 | +8.6% | 5,615 | 0.0% | 0.25% | -1.6% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |