WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $675,000 | -11.6% | 16,811 | 0.0% | 0.40% | -8.5% |
| Q2 2022 | $764,000 | -14.3% | 16,811 | -0.6% | 0.44% | 0.0% |
| Q1 2022 | $892,000 | -2.5% | 16,916 | 0.0% | 0.44% | -1.4% |
| Q4 2021 | $915,000 | +4.1% | 16,916 | +1.7% | 0.44% | -5.2% |
| Q3 2021 | $879,000 | -3.0% | 16,629 | 0.0% | 0.47% | -2.9% |
| Q2 2021 | $906,000 | +3.7% | 16,629 | 0.0% | 0.48% | -4.6% |
| Q1 2021 | $874,000 | +3.9% | 16,629 | +0.1% | 0.50% | -8.9% |
| Q4 2020 | $841,000 | +11.4% | 16,610 | 0.0% | 0.55% | -2.3% |
| Q3 2020 | $755,000 | +3.4% | 16,610 | +0.8% | 0.56% | -8.3% |
| Q2 2020 | $730,000 | +15.1% | 16,480 | +2.6% | 0.62% | -11.6% |
| Q1 2020 | $634,000 | -7.3% | 16,061 | +25.6% | 0.70% | +13.7% |
| Q4 2019 | $684,000 | – | 12,786 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |