WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,945 | -2.7% | 10,878 | +0.6% | 0.07% | -1.4% |
| Q2 2023 | $540,804 | +2.5% | 10,810 | +1.9% | 0.07% | -7.9% |
| Q1 2023 | $527,671 | +6.9% | 10,611 | +1.1% | 0.08% | -6.2% |
| Q4 2022 | $493,780 | +17.8% | 10,497 | +0.6% | 0.08% | 0.0% |
| Q3 2022 | $419,000 | -10.9% | 10,433 | +0.8% | 0.08% | -8.0% |
| Q2 2022 | $470,000 | -12.0% | 10,348 | +2.1% | 0.09% | +3.5% |
| Q1 2022 | $534,000 | -0.9% | 10,131 | +1.7% | 0.08% | +2.4% |
| Q4 2021 | $539,000 | +4.5% | 9,962 | +2.2% | 0.08% | -5.7% |
| Q3 2021 | $516,000 | +1.2% | 9,750 | +4.2% | 0.09% | -2.2% |
| Q2 2021 | $510,000 | +8.3% | 9,360 | +4.4% | 0.09% | -2.2% |
| Q1 2021 | $471,000 | +4.4% | 8,966 | +2.3% | 0.09% | -3.2% |
| Q4 2020 | $451,000 | +13.9% | 8,768 | +0.6% | 0.10% | -3.1% |
| Q3 2020 | $396,000 | +3.4% | 8,716 | +0.8% | 0.10% | -7.5% |
| Q2 2020 | $383,000 | +14.3% | 8,650 | +2.1% | 0.11% | -2.8% |
| Q1 2020 | $335,000 | – | 8,474 | – | 0.11% | – |
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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% |