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 | $2,108,315 | +0.9% | 43,605 | +4.5% | 1.92% | +3.1% |
| Q2 2023 | $2,088,563 | -3.9% | 41,746 | -4.5% | 1.86% | -9.6% |
| Q1 2023 | $2,173,897 | +6.2% | 43,714 | +0.4% | 2.06% | +18.8% |
| Q4 2022 | $2,047,134 | +38.8% | 43,519 | +18.5% | 1.73% | +30.7% |
| Q3 2022 | $1,475,000 | -20.4% | 36,734 | -10.0% | 1.33% | -29.4% |
| Q2 2022 | $1,854,000 | -13.0% | 40,802 | +1.0% | 1.88% | -6.8% |
| Q1 2022 | $2,131,000 | +0.5% | 40,401 | +3.0% | 2.01% | +2.0% |
| Q4 2021 | $2,121,000 | – | 39,220 | – | 1.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |