WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246 | -21.4% | 4,841 | -23.0% | 0.13% | -29.4% |
| Q1 2023 | $313 | +9.1% | 6,288 | +3.1% | 0.18% | -14.3% |
| Q4 2022 | $287 | -99.9% | 6,100 | 0.0% | 0.21% | +8.8% |
| Q3 2022 | $245,000 | -13.4% | 6,100 | -0.0% | 0.19% | +1.0% |
| Q2 2022 | $283,000 | -10.4% | 6,102 | +1.8% | 0.19% | -9.9% |
| Q1 2022 | $316,000 | -2.5% | 5,992 | -0.2% | 0.21% | -3.6% |
| Q4 2021 | $324,000 | -6.1% | 6,003 | -7.9% | 0.22% | -16.0% |
| Q3 2021 | $345,000 | -6.8% | 6,519 | -3.9% | 0.26% | -21.1% |
| Q2 2021 | $370,000 | +5.1% | 6,787 | +1.2% | 0.33% | +2.5% |
| Q1 2021 | $352,000 | – | 6,707 | – | 0.32% | – |
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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% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 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% |