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 | $77,746 | -9.0% | 1,608 | -5.9% | 0.00% | 0.0% |
| Q2 2023 | $85,451 | +10.4% | 1,708 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $77,381 | +4.4% | 1,556 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $74,136 | +12.3% | 1,576 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $66,000 | -10.8% | 1,641 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $74,000 | -14.0% | 1,641 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $86,000 | -6.5% | 1,641 | -3.4% | 0.00% | 0.0% |
| Q4 2021 | $92,000 | – | 1,698 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |