WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. 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 | 316,358 | $16,774,000 | 6.45% |
MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |