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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,733,501 | +2.4% | 470,186 | +6.0% | 4.60% | +2.2% |
| Q2 2023 | $22,193,606 | +6.4% | 443,606 | +5.8% | 4.50% | -4.0% |
| Q1 2023 | $20,851,878 | +23.7% | 419,302 | +17.0% | 4.69% | +12.9% |
| Q4 2022 | $16,853,135 | +34.4% | 358,272 | +14.7% | 4.16% | +22.6% |
| Q3 2022 | $12,544,000 | +81.9% | 312,425 | +103.8% | 3.39% | +87.8% |
| Q2 2022 | $6,895,000 | -9.3% | 153,312 | +6.3% | 1.81% | +6.9% |
| Q1 2022 | $7,605,000 | +7.8% | 144,177 | +10.5% | 1.69% | +11.0% |
| Q4 2021 | $7,053,000 | +22.6% | 130,426 | +19.4% | 1.52% | +3.6% |
| Q3 2021 | $5,753,000 | +29.0% | 109,208 | +33.4% | 1.47% | +25.0% |
| Q2 2021 | $4,461,000 | +17.8% | 81,841 | +13.7% | 1.18% | +4.3% |
| Q1 2021 | $3,786,000 | -7.3% | 71,989 | -10.7% | 1.13% | -14.9% |
| Q4 2020 | $4,083,000 | – | 80,637 | – | 1.32% | – |
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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% |