WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 130 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |