WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,113,519 | -59.0% | 85,078 | -57.6% | 1.08% | -60.1% |
| Q2 2023 | $10,040,697 | +1.8% | 200,694 | +1.2% | 2.71% | -6.5% |
| Q1 2023 | $9,861,793 | +7.9% | 198,307 | +2.1% | 2.89% | -3.7% |
| Q4 2022 | $9,140,056 | +24.4% | 194,304 | +6.2% | 3.00% | +15.9% |
| Q3 2022 | $7,345,000 | +24.8% | 182,933 | +41.3% | 2.59% | +31.1% |
| Q2 2022 | $5,884,000 | -21.1% | 129,497 | -8.4% | 1.98% | -23.2% |
| Q1 2022 | $7,456,000 | +9.9% | 141,352 | +10.1% | 2.57% | +1.3% |
| Q3 2021 | $6,786,000 | +19.8% | 128,348 | +23.5% | 2.54% | +13.2% |
| Q2 2021 | $5,665,000 | +14.6% | 103,931 | +10.6% | 2.24% | +7.0% |
| Q1 2021 | $4,942,000 | +11.7% | 93,986 | +7.5% | 2.10% | +3.6% |
| Q4 2020 | $4,426,000 | +21.5% | 87,414 | +9.1% | 2.02% | +1.4% |
| Q3 2020 | $3,642,000 | +7.4% | 80,094 | +4.5% | 2.00% | +0.3% |
| Q2 2020 | $3,391,000 | -43.6% | 76,609 | -49.7% | 1.99% | -54.2% |
| Q1 2020 | $6,015,000 | -22.9% | 152,312 | +4.4% | 4.35% | -12.9% |
| Q4 2019 | $7,800,000 | – | 145,850 | – | 4.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |