WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |