WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $433,051 | -13.0% | 8,957 | -10.0% | 0.26% | -8.8% |
Q2 2023 | $497,961 | +0.7% | 9,953 | +0.1% | 0.28% | -4.1% |
Q1 2023 | $494,484 | +2.3% | 9,943 | -3.3% | 0.30% | -13.7% |
Q4 2022 | $483,524 | +26.6% | 10,279 | +7.9% | 0.34% | +3.3% |
Q3 2022 | $382,000 | -11.8% | 9,525 | +0.0% | 0.33% | -10.3% |
Q2 2022 | $433,000 | -13.7% | 9,521 | +0.1% | 0.37% | -9.3% |
Q1 2022 | $502,000 | +4.6% | 9,510 | +7.2% | 0.41% | +9.7% |
Q4 2021 | $480,000 | – | 8,868 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 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% |