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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $238,000 | -22.0% | 5,227 | -9.5% | 0.09% | -12.3% |
| Q1 2022 | $305,000 | -5.3% | 5,776 | -3.0% | 0.11% | -7.8% |
| Q4 2021 | $322,000 | -19.3% | 5,955 | -21.0% | 0.12% | -28.6% |
| Q3 2021 | $399,000 | -2.9% | 7,542 | +0.1% | 0.16% | -6.4% |
| Q2 2021 | $411,000 | +4.1% | 7,531 | +0.2% | 0.17% | -8.0% |
| Q1 2021 | $395,000 | +3.9% | 7,517 | +0.1% | 0.19% | -7.4% |
| Q4 2020 | $380,000 | +15.9% | 7,511 | +4.3% | 0.20% | +2.0% |
| Q3 2020 | $328,000 | +2.8% | 7,204 | +0.0% | 0.20% | -5.7% |
| Q2 2020 | $319,000 | +12.3% | 7,201 | +0.1% | 0.21% | -10.3% |
| Q1 2020 | $284,000 | -26.2% | 7,197 | +0.0% | 0.23% | -5.3% |
| Q4 2019 | $385,000 | – | 7,195 | – | 0.25% | – |
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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% |