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 | $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, 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% |