WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 122 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,817 | -8.0% | 4,574 | -5.5% | 0.10% | -10.7% |
| Q1 2023 | $248,661 | -9.1% | 4,841 | -11.8% | 0.11% | -9.7% |
| Q4 2022 | $273,643 | +9.9% | 5,489 | -10.9% | 0.12% | -2.4% |
| Q3 2022 | $249,000 | -23.6% | 6,160 | -14.3% | 0.13% | -18.6% |
| Q2 2022 | $326,000 | -35.4% | 7,190 | -27.2% | 0.16% | -31.6% |
| Q1 2022 | $505,000 | -3.1% | 9,883 | +5.3% | 0.23% | +4.6% |
| Q4 2021 | $521,000 | -4.1% | 9,388 | -8.9% | 0.22% | -6.4% |
| Q3 2021 | $543,000 | – | 10,302 | – | 0.23% | – |
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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% |