WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 131 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,636 | -2.0% | 9,245 | 0.0% | 0.01% | -7.7% |
| Q1 2024 | $506,609 | +4.4% | 9,245 | 0.0% | 0.01% | -7.1% |
| Q4 2023 | $485,435 | +8.6% | 9,245 | 0.0% | 0.01% | -12.5% |
| Q3 2023 | $446,973 | -3.4% | 9,245 | +0.0% | 0.02% | -11.1% |
| Q2 2023 | $462,500 | +0.6% | 9,244 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $459,715 | +5.7% | 9,244 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $434,844 | +17.2% | 9,244 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $371,000 | -11.7% | 9,244 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $420,000 | -13.9% | 9,244 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $487,605 | -2.5% | 9,244 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $500,000 | +2.2% | 9,244 | 0.0% | 0.02% | -8.7% |
| Q3 2021 | $489,000 | -3.6% | 9,244 | -0.5% | 0.02% | -8.0% |
| Q2 2021 | $507,000 | +2.8% | 9,293 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $493,000 | +4.7% | 9,293 | -0.0% | 0.03% | -17.6% |
| Q4 2020 | $471,000 | +11.3% | 9,296 | 0.0% | 0.03% | -10.5% |
| Q3 2020 | $423,000 | +2.7% | 9,296 | 0.0% | 0.04% | -7.3% |
| Q2 2020 | $412,000 | +12.9% | 9,296 | +0.4% | 0.04% | -16.3% |
| Q1 2020 | $365,000 | – | 9,255 | – | 0.05% | – |
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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% |