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 | $2,480,610 | -8.6% | 51,306 | -5.4% | 0.00% | -20.0% |
| Q2 2023 | $2,713,110 | -3.1% | 54,233 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $2,798,940 | +1.5% | 56,281 | -4.0% | 0.01% | -16.7% |
| Q4 2022 | $2,757,620 | +260.9% | 58,624 | +208.0% | 0.01% | +200.0% |
| Q3 2022 | $764,000 | -60.0% | 19,031 | -54.6% | 0.00% | -50.0% |
| Q2 2022 | $1,910,000 | +15.1% | 41,911 | +33.1% | 0.00% | +33.3% |
| Q1 2022 | $1,659,000 | -42.1% | 31,482 | -40.6% | 0.00% | -40.0% |
| Q4 2021 | $2,865,000 | +45.1% | 52,998 | +42.0% | 0.01% | +25.0% |
| Q3 2021 | $1,975,000 | -3.4% | 37,320 | -0.9% | 0.00% | -20.0% |
| Q2 2021 | $2,045,000 | -1.2% | 37,640 | -8.1% | 0.01% | 0.0% |
| Q1 2021 | $2,069,000 | 0.0% | 40,951 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $2,069,000 | -12.3% | 40,951 | -20.7% | 0.01% | -28.6% |
| Q3 2020 | $2,358,000 | +235700.0% | 51,664 | +344326.7% | 0.01% | – |
| Q4 2015 | $1,000 | – | 15 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |