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 | ||||
|---|---|---|---|---|---|---|
| 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, 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% |