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 | $19,212 | 0.0% | 384 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $19,212 | +0.6% | 384 | 0.0% | 0.01% | -16.7% |
Q1 2023 | $19,096 | +5.7% | 384 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $18,063 | +6.3% | 384 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $17,000 | -15.0% | 384 | 0.0% | 0.01% | +20.0% |
Q2 2022 | $20,000 | 0.0% | 384 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $20,000 | – | 384 | – | 0.01% | – |
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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% |