WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 128 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,669,234 | +1.8% | 49,688 | +3.8% | 2.06% | +1.4% |
| Q1 2024 | $2,622,374 | +6.4% | 47,854 | +2.0% | 2.03% | -0.3% |
| Q4 2023 | $2,464,368 | +16.9% | 46,931 | +7.6% | 2.04% | +6.3% |
| 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 | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |