WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. 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, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |