WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,150 | -2.8% | 8,173 | +0.6% | 0.28% | -1.4% |
| Q2 2023 | $406,619 | +1.9% | 8,128 | +1.7% | 0.29% | -5.9% |
| Q1 2023 | $399,170 | +4.0% | 7,995 | -2.0% | 0.30% | -6.2% |
| Q4 2022 | $383,781 | -5.9% | 8,159 | -17.7% | 0.32% | -8.7% |
| Q3 2022 | $408,000 | -9.9% | 9,919 | -1.8% | 0.36% | -7.3% |
| Q2 2022 | $453,000 | -9.8% | 10,101 | +1.5% | 0.38% | -6.1% |
| Q1 2022 | $502,000 | -25.6% | 9,955 | -20.3% | 0.41% | -19.5% |
| Q4 2021 | $675,000 | – | 12,490 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |