WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $114,370 | +334.8% | 2,129 | +343.5% | 0.00% | – |
| Q1 2024 | $26,304 | +123.6% | 480 | +114.3% | 0.00% | – |
| Q4 2023 | $11,762 | -63.7% | 224 | -66.6% | 0.00% | – |
| Q3 2023 | $32,443 | +517.6% | 671 | +539.0% | 0.00% | – |
| Q2 2023 | $5,253 | -48.2% | 105 | -48.5% | 0.00% | – |
| Q1 2023 | $10,146 | +96.1% | 204 | +85.5% | 0.00% | – |
| Q4 2022 | $5,174 | +3.5% | 110 | -11.3% | 0.00% | – |
| Q3 2022 | $5,000 | -28.6% | 124 | -19.0% | 0.00% | – |
| Q2 2022 | $7,000 | -73.1% | 153 | -69.0% | 0.00% | – |
| Q1 2022 | $26,000 | -23.5% | 494 | -21.6% | 0.00% | – |
| Q4 2021 | $34,000 | +30.8% | 630 | +28.6% | 0.00% | – |
| Q3 2021 | $26,000 | +116.7% | 490 | +125.8% | 0.00% | – |
| Q2 2021 | $12,000 | +20.0% | 217 | +10.2% | 0.00% | – |
| Q1 2021 | $10,000 | +900.0% | 197 | +720.8% | 0.00% | – |
| Q4 2020 | $1,000 | -92.3% | 24 | -91.8% | 0.00% | – |
| Q3 2020 | $13,000 | +1200.0% | 294 | +1125.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 24 | +2300.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q4 2019 | $14,000 | 0.0% | 265 | -8.6% | 0.00% | – |
| Q3 2019 | $14,000 | -6.7% | 290 | +0.3% | 0.00% | – |
| Q2 2019 | $15,000 | -11.8% | 289 | -12.7% | 0.00% | – |
| Q1 2019 | $17,000 | – | 331 | +33000.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |