WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,511 | -2.9% | 4,478 | +0.5% | 0.05% | -1.9% |
| Q2 2023 | $222,984 | -2.0% | 4,457 | -2.2% | 0.05% | -6.9% |
| Q1 2023 | $227,481 | +3.3% | 4,556 | -2.7% | 0.06% | -15.9% |
| Q4 2022 | $220,288 | -2.5% | 4,683 | -5.7% | 0.07% | -9.2% |
| Q2 2022 | $226,000 | -32.7% | 4,964 | -22.1% | 0.08% | -33.3% |
| Q1 2022 | $336,000 | -3.7% | 6,372 | -1.3% | 0.11% | +3.6% |
| Q4 2021 | $349,000 | 0.0% | 6,455 | -2.3% | 0.11% | -7.6% |
| Q3 2021 | $349,000 | -7.7% | 6,609 | -4.8% | 0.12% | -9.8% |
| Q2 2021 | $378,000 | -79.7% | 6,941 | -82.3% | 0.13% | -80.7% |
| Q1 2021 | $1,864,000 | +409.3% | 39,182 | +442.3% | 0.68% | +410.4% |
| Q4 2020 | $366,000 | +2.2% | 7,225 | -8.3% | 0.13% | -2.9% |
| Q3 2020 | $358,000 | 0.0% | 7,876 | -2.5% | 0.14% | -8.0% |
| Q2 2020 | $358,000 | +9.1% | 8,082 | -2.6% | 0.15% | -5.7% |
| Q1 2020 | $328,000 | -45.2% | 8,294 | -25.9% | 0.16% | -59.1% |
| Q4 2019 | $599,000 | – | 11,197 | – | 0.39% | – |
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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% |