WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,141 | -3.4% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,779 | +0.6% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,487 | +10.2% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -13.7% | 975 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $51,000 | -3.8% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | -48.5% | 975 | -50.0% | 0.00% | -66.7% |
| Q3 2021 | $103,000 | -2.8% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $106,000 | +2.9% | 1,950 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $103,000 | – | 1,950 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |