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 | $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 | 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% |