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% | – |
Download |
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% |