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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |