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 | $3,580,605 | -6.0% | 74,056 | -2.8% | 1.98% | -8.7% |
| Q2 2023 | $3,810,288 | -6.9% | 76,160 | -7.6% | 2.17% | -15.8% |
| Q1 2023 | $4,094,500 | +5.2% | 82,417 | -0.4% | 2.58% | +1.5% |
| Q4 2022 | $3,891,321 | +0.7% | 82,724 | -14.1% | 2.54% | -2.7% |
| Q3 2022 | $3,864,000 | -3.4% | 96,249 | +9.3% | 2.62% | -5.6% |
| Q2 2022 | $4,001,000 | -24.0% | 88,039 | -11.8% | 2.77% | -12.8% |
| Q1 2022 | $5,263,000 | +14.8% | 99,774 | +17.7% | 3.18% | +6.4% |
| Q4 2021 | $4,583,000 | +23.4% | 84,741 | +20.6% | 2.98% | +8.8% |
| Q3 2021 | $3,714,000 | +1.6% | 70,242 | +4.8% | 2.74% | -3.5% |
| Q2 2021 | $3,655,000 | +27.6% | 67,047 | +23.0% | 2.84% | +6.2% |
| Q1 2021 | $2,865,000 | +13.3% | 54,491 | +9.1% | 2.68% | -0.4% |
| Q4 2020 | $2,528,000 | – | 49,939 | – | 2.69% | – |
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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% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 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% |