WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,138,234 | -30.4% | 39,804 | -32.0% | 0.98% | -40.6% |
| Q4 2023 | $3,072,953 | -14.2% | 58,521 | -21.0% | 1.64% | -17.2% |
| 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, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |