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 | ||||
|---|---|---|---|---|---|---|
| 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, 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% |