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 | $522,374 | -1.3% | 10,804 | +2.1% | 0.00% | – |
| Q2 2023 | $529,418 | -65.0% | 10,582 | -65.2% | 0.00% | – |
| Q1 2023 | $1,513,231 | +117023.1% | 30,425 | +10.7% | 0.00% | – |
| Q4 2022 | $1,292 | -85.6% | 27,472 | +12444.3% | 0.00% | – |
| Q3 2022 | $9,000 | +80.0% | 219 | +82.5% | 0.00% | – |
| Q2 2022 | $5,000 | +400.0% | 120 | +445.5% | 0.00% | – |
| Q1 2021 | $1,000 | -90.9% | 22 | -89.7% | 0.00% | – |
| Q4 2020 | $11,000 | +10.0% | 214 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +100.0% | 214 | +82.9% | 0.00% | – |
| Q2 2020 | $5,000 | +400.0% | 117 | +431.8% | 0.00% | – |
| Q1 2020 | $1,000 | -95.7% | 22 | -94.9% | 0.00% | – |
| Q4 2019 | $23,000 | -85.9% | 428 | -87.0% | 0.00% | – |
| Q3 2019 | $163,000 | -4.1% | 3,286 | -1.6% | 0.00% | – |
| Q2 2019 | $170,000 | +60.4% | 3,340 | +58.9% | 0.00% | – |
| Q1 2019 | $106,000 | +10.4% | 2,102 | +2.0% | 0.00% | – |
| Q4 2018 | $96,000 | +12.9% | 2,061 | +28.3% | 0.00% | – |
| Q3 2018 | $85,000 | -1.2% | 1,606 | -1.3% | 0.00% | – |
| Q2 2018 | $86,000 | +152.9% | 1,627 | +162.4% | 0.00% | – |
| Q1 2018 | $34,000 | -2.9% | 620 | -1.3% | 0.00% | – |
| Q4 2017 | $35,000 | -2.8% | 628 | -5.6% | 0.00% | – |
| Q3 2017 | $36,000 | -5.3% | 665 | -8.5% | 0.00% | – |
| Q2 2017 | $38,000 | 0.0% | 727 | -3.8% | 0.00% | – |
| Q1 2017 | $38,000 | +15.2% | 756 | +6.0% | 0.00% | – |
| Q4 2016 | $33,000 | -25.0% | 713 | -23.1% | 0.00% | – |
| Q3 2016 | $44,000 | -37.1% | 927 | -40.4% | 0.00% | – |
| Q2 2016 | $70,000 | +20.7% | 1,555 | +22.5% | 0.00% | – |
| Q1 2016 | $58,000 | -9.4% | 1,269 | -7.4% | 0.00% | – |
| Q4 2015 | $64,000 | -79.4% | 1,371 | -75.2% | 0.00% | – |
| Q2 2014 | $310,000 | +44.2% | 5,533 | +40.6% | 0.00% | – |
| Q1 2014 | $215,000 | – | 3,934 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |