WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |