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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,462,932 | -64.7% | 71,622 | -63.5% | 0.75% | -65.6% |
| Q2 2023 | $9,812,068 | +5.2% | 196,124 | +4.6% | 2.19% | -6.0% |
| Q1 2023 | $9,322,956 | +13.6% | 187,471 | +7.5% | 2.33% | -1.1% |
| Q4 2022 | $8,207,171 | +24.2% | 174,472 | +6.0% | 2.35% | +7.5% |
| Q3 2022 | $6,606,000 | +4.7% | 164,529 | +18.4% | 2.19% | +2.0% |
| Q2 2022 | $6,312,000 | -12.3% | 138,913 | +1.8% | 2.14% | -4.8% |
| Q1 2022 | $7,201,000 | +11.5% | 136,509 | +14.3% | 2.25% | +6.7% |
| Q4 2021 | $6,456,000 | +12.5% | 119,386 | +10.0% | 2.11% | -3.2% |
| Q3 2021 | $5,740,000 | +13.3% | 108,567 | +16.8% | 2.18% | +0.8% |
| Q2 2021 | $5,067,000 | +12.3% | 92,956 | +8.3% | 2.16% | -1.8% |
| Q1 2021 | $4,513,000 | +13.0% | 85,818 | +8.8% | 2.20% | -1.5% |
| Q4 2020 | $3,994,000 | – | 78,878 | – | 2.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |