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 | ||||
|---|---|---|---|---|---|---|
| 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. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |