WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. 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. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |