WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204 | -3.3% | 4,226 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $211 | +0.5% | 4,226 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $210 | +5.5% | 4,226 | 0.0% | 0.02% | +29.4% |
| Q4 2022 | $199 | -99.9% | 4,226 | 0.0% | 0.02% | -39.3% |
| Q3 2022 | $170,000 | -11.5% | 4,226 | 0.0% | 0.03% | +12.0% |
| Q2 2022 | $192,000 | -13.9% | 4,226 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $223,000 | -2.2% | 4,226 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $228,000 | +2.2% | 4,226 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $223,000 | -3.0% | 4,226 | 0.0% | 0.03% | -11.8% |
| Q2 2021 | $230,000 | – | 4,226 | – | 0.03% | – |
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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% |