WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. 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. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |