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 | $637 | -3.9% | 13,169 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $663 | +38.7% | 13,247 | +37.8% | 0.00% | 0.0% |
| Q1 2023 | $478 | -99.8% | 9,612 | +77.2% | 0.00% | 0.0% |
| Q4 2019 | $290,000 | +13.7% | 5,425 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $255,000 | -5.9% | 5,146 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | -70.9% | 5,327 | -71.1% | 0.00% | -75.0% |
| Q1 2019 | $931,000 | +23.5% | 18,407 | +13.6% | 0.00% | 0.0% |
| Q4 2018 | $754,000 | -16.7% | 16,197 | -5.0% | 0.00% | 0.0% |
| Q3 2018 | $905,000 | +5.1% | 17,044 | +4.5% | 0.00% | -20.0% |
| Q2 2018 | $861,000 | -5.2% | 16,315 | -1.5% | 0.01% | 0.0% |
| Q1 2018 | $908,000 | +0.3% | 16,560 | +2.0% | 0.01% | 0.0% |
| Q4 2017 | $905,000 | – | 16,228 | – | 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% |