WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,713 | -11.6% | 217 | 0.0% | 0.00% | – |
| Q2 2022 | $9,860 | -72.1% | 217 | -67.6% | 0.00% | -100.0% |
| Q1 2022 | $35,343 | +269.2% | 670 | +278.5% | 0.00% | – |
| Q4 2021 | $9,572 | +2.3% | 177 | 0.0% | 0.00% | – |
| Q3 2021 | $9,358 | -3.0% | 177 | 0.0% | 0.00% | – |
| Q2 2021 | $9,648 | +3.7% | 177 | 0.0% | 0.00% | – |
| Q1 2021 | $9,308 | +22.6% | 177 | +18.0% | 0.00% | – |
| Q4 2020 | $7,595 | +11.3% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $6,821 | +2.7% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $6,641 | +12.1% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $5,924 | -26.2% | 150 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $8,022 | +7.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,458 | -2.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,652 | +0.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,595 | -67.1% | 150 | -69.8% | 0.00% | -66.7% |
| Q4 2018 | $23,091 | -11.5% | 496 | +1.0% | 0.00% | 0.0% |
| Q3 2018 | $26,098 | +0.7% | 491 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $25,911 | -2.6% | 491 | +1.2% | 0.00% | 0.0% |
| Q1 2018 | $26,599 | +43.7% | 485 | +46.1% | 0.00% | +33.3% |
| Q4 2017 | $18,512 | – | 332 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |