WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,126,132 | -1.4% | 312,847 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $15,348,639 | +1.1% | 306,789 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $15,176,075 | +6.2% | 305,169 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $14,290,161 | +9.4% | 303,787 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $13,063,000 | +7.6% | 325,358 | +21.8% | 0.00% | +100.0% |
| Q2 2022 | $12,141,000 | -9.7% | 267,196 | +4.9% | 0.00% | 0.0% |
| Q1 2022 | $13,442,000 | -1.5% | 254,821 | +1.0% | 0.00% | 0.0% |
| Q4 2021 | $13,643,000 | -6.8% | 252,275 | -8.9% | 0.00% | -50.0% |
| Q3 2021 | $14,637,000 | -14.6% | 276,852 | -12.0% | 0.00% | 0.0% |
| Q2 2021 | $17,149,000 | +18.4% | 314,595 | +14.2% | 0.00% | 0.0% |
| Q1 2021 | $14,485,000 | +3.5% | 275,460 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $13,999,000 | +12.4% | 276,500 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $12,453,000 | +6.9% | 273,871 | +4.1% | 0.00% | 0.0% |
| Q2 2020 | $11,646,000 | -11.9% | 263,058 | -21.4% | 0.00% | 0.0% |
| Q1 2020 | $13,224,000 | -35.2% | 334,880 | -12.3% | 0.00% | -33.3% |
| Q4 2019 | $20,418,000 | +2.8% | 381,778 | -4.4% | 0.00% | 0.0% |
| Q3 2019 | $19,860,000 | -8.4% | 399,446 | -6.0% | 0.00% | 0.0% |
| Q2 2019 | $21,683,000 | +4.9% | 425,073 | +4.1% | 0.00% | 0.0% |
| Q1 2019 | $20,673,000 | +6.4% | 408,314 | -2.0% | 0.00% | 0.0% |
| Q4 2018 | $19,422,000 | -29.1% | 416,776 | -19.2% | 0.00% | -25.0% |
| Q3 2018 | $27,409,000 | +12.3% | 515,880 | +11.5% | 0.00% | 0.0% |
| Q2 2018 | $24,397,000 | -0.5% | 462,515 | +3.5% | 0.00% | 0.0% |
| Q1 2018 | $24,509,000 | -1.4% | 446,754 | +0.3% | 0.00% | 0.0% |
| Q4 2017 | $24,853,000 | +17.8% | 445,540 | +15.0% | 0.00% | +33.3% |
| Q3 2017 | $21,106,000 | +7.3% | 387,564 | +2.2% | 0.00% | -25.0% |
| Q2 2017 | $19,678,000 | +2.0% | 379,154 | -2.2% | 0.00% | 0.0% |
| Q1 2017 | $19,287,000 | +32.2% | 387,819 | +23.4% | 0.00% | +33.3% |
| Q4 2016 | $14,585,000 | -13.7% | 314,319 | -12.5% | 0.00% | -25.0% |
| Q3 2016 | $16,907,000 | -3.1% | 359,196 | -7.8% | 0.00% | 0.0% |
| Q2 2016 | $17,443,000 | -9.3% | 389,792 | -7.2% | 0.00% | -20.0% |
| Q1 2016 | $19,241,000 | +3.2% | 420,201 | +5.0% | 0.01% | +25.0% |
| Q4 2015 | $18,636,000 | -3.5% | 400,001 | -5.9% | 0.00% | -20.0% |
| Q3 2015 | $19,305,000 | -19.1% | 425,012 | -9.1% | 0.01% | -37.5% |
| Q2 2015 | $23,861,000 | +7.9% | 467,493 | +9.5% | 0.01% | +14.3% |
| Q1 2015 | $22,124,000 | +6.9% | 427,119 | +2.3% | 0.01% | 0.0% |
| Q4 2014 | $20,697,000 | -1.5% | 417,364 | +3.8% | 0.01% | 0.0% |
| Q3 2014 | $21,021,000 | +17.4% | 402,256 | +25.8% | 0.01% | +16.7% |
| Q2 2014 | $17,905,000 | -12.4% | 319,792 | -14.5% | 0.01% | -25.0% |
| Q1 2014 | $20,446,000 | +20.5% | 373,981 | +20.0% | 0.01% | +33.3% |
| Q4 2013 | $16,966,000 | +0.3% | 311,534 | -4.8% | 0.01% | -14.3% |
| Q3 2013 | $16,923,000 | +10.4% | 327,331 | -1.7% | 0.01% | +16.7% |
| Q2 2013 | $15,328,000 | – | 333,062 | – | 0.01% | – |
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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% |