WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293,362 | -2.4% | 5,461 | -0.4% | 0.04% | -4.5% |
| Q1 2024 | $300,456 | +2.4% | 5,483 | -1.9% | 0.04% | -2.2% |
| Q4 2023 | $293,395 | +6.7% | 5,587 | -1.7% | 0.04% | -8.2% |
| Q3 2023 | $274,868 | -3.9% | 5,685 | -0.6% | 0.05% | -2.0% |
| Q2 2023 | $286,049 | +5.5% | 5,718 | +4.8% | 0.05% | 0.0% |
| Q1 2023 | $271,245 | +4.4% | 5,454 | -1.3% | 0.05% | -5.7% |
| Q4 2022 | $259,935 | +16.4% | 5,526 | -0.6% | 0.05% | 0.0% |
| Q3 2022 | $223,252 | -11.7% | 5,560 | -0.1% | 0.05% | -3.6% |
| Q2 2022 | $252,765 | -14.7% | 5,563 | +0.1% | 0.06% | +19.6% |
| Q1 2022 | $296,426 | -27.5% | 5,560 | -26.6% | 0.05% | -23.3% |
| Q4 2021 | $409,000 | – | 7,572 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |