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 2023 | $249,534 | -7.8% | 5,161 | -4.6% | 0.00% | -33.3% |
| Q2 2023 | $270,762 | +2.4% | 5,412 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $264,468 | +3.2% | 5,318 | -2.4% | 0.00% | +50.0% |
| Q4 2022 | $256,227 | -99.9% | 5,447 | -48.7% | 0.00% | 0.0% |
| Q3 2022 | $213,213,000 | +65706.5% | 10,612 | +48.9% | 0.00% | -33.3% |
| Q2 2022 | $324,000 | -86.7% | 7,126 | -84.5% | 0.00% | -87.5% |
| Q3 2021 | $2,435,000 | -1.6% | 46,055 | -5.3% | 0.02% | -17.2% |
| Q4 2020 | $2,475,000 | – | 48,628 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |