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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $826,424 | +4.0% | 15,893 | -2.7% | 0.31% | -4.9% |
| Q3 2023 | $794,643 | -1.9% | 16,327 | +0.9% | 0.33% | +2.8% |
| Q2 2023 | $809,654 | +0.7% | 16,183 | +0.1% | 0.32% | -4.2% |
| Q1 2023 | $803,837 | +6.2% | 16,164 | +0.4% | 0.33% | +28.3% |
| Q4 2022 | $757,085 | +15.6% | 16,094 | +0.0% | 0.26% | +2.0% |
| Q3 2022 | $655,000 | -12.3% | 16,090 | -4.7% | 0.25% | -15.1% |
| Q2 2022 | $747,000 | -15.7% | 16,887 | +0.5% | 0.30% | -54.6% |
| Q1 2022 | $886,000 | -5.0% | 16,797 | +0.2% | 0.66% | +81.7% |
| Q4 2021 | $933,000 | +1.3% | 16,756 | -1.6% | 0.36% | +2.0% |
| Q3 2021 | $921,000 | -8.7% | 17,028 | -7.9% | 0.35% | -21.3% |
| Q2 2021 | $1,009,000 | +0.2% | 18,479 | -0.2% | 0.45% | -43.4% |
| Q1 2021 | $1,007,000 | +9.9% | 18,525 | +2.4% | 0.80% | -1.4% |
| Q4 2020 | $916,000 | – | 18,096 | – | 0.81% | – |
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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% |