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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |