WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,852 | +0.6% | 35,302 | +4.1% | 0.58% | +2.3% |
| Q2 2023 | $1,696,367 | +1.6% | 33,907 | +1.0% | 0.56% | -7.7% |
| Q1 2023 | $1,669,635 | +34.4% | 33,574 | +8.5% | 0.61% | +3.7% |
| Q4 2022 | $1,241,960 | -0.0% | 30,933 | 0.0% | 0.59% | +0.5% |
| Q3 2022 | $1,242,000 | -12.9% | 30,933 | -1.5% | 0.58% | -24.4% |
| Q2 2022 | $1,426,000 | -14.7% | 31,390 | -1.0% | 0.77% | -7.1% |
| Q1 2022 | $1,672,000 | -21.8% | 31,694 | -19.8% | 0.83% | -22.3% |
| Q4 2021 | $2,137,000 | +9.2% | 39,516 | +6.8% | 1.07% | -3.3% |
| Q3 2021 | $1,957,000 | -0.5% | 37,015 | +3.8% | 1.11% | +0.7% |
| Q2 2021 | $1,966,000 | +270.9% | 35,646 | +253.9% | 1.10% | +214.9% |
| Q1 2021 | $530,000 | +146.5% | 10,072 | +137.0% | 0.35% | +118.1% |
| Q4 2020 | $215,000 | +85.3% | 4,249 | +44.7% | 0.16% | +34.5% |
| Q1 2020 | $116,000 | – | 2,936 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |