WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,018 | -3.0% | 6,474 | +0.4% | 0.00% | – |
| Q2 2023 | $322,694 | +0.6% | 6,450 | 0.0% | 0.00% | – |
| Q1 2023 | $320,758 | +5.7% | 6,450 | 0.0% | 0.00% | – |
| Q4 2022 | $303,408 | +17.6% | 6,450 | 0.0% | 0.00% | – |
| Q3 2022 | $258,000 | -12.2% | 6,450 | 0.0% | 0.00% | – |
| Q2 2022 | $294,000 | -13.5% | 6,450 | 0.0% | 0.00% | – |
| Q1 2022 | $340,000 | -2.3% | 6,450 | 0.0% | 0.00% | – |
| Q4 2021 | $348,000 | +1.8% | 6,450 | 0.0% | 0.00% | – |
| Q3 2021 | $342,000 | -2.8% | 6,450 | 0.0% | 0.00% | – |
| Q2 2021 | $352,000 | +3.5% | 6,450 | 0.0% | 0.00% | – |
| Q1 2021 | $340,000 | +4.3% | 6,450 | 0.0% | 0.00% | – |
| Q4 2020 | $326,000 | +10.9% | 6,450 | 0.0% | 0.00% | – |
| Q3 2020 | $294,000 | -74.1% | 6,450 | -74.8% | 0.00% | -100.0% |
| Q2 2020 | $1,133,000 | +11.5% | 25,570 | -0.6% | 0.00% | +100.0% |
| Q1 2020 | $1,016,000 | -26.1% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,375,000 | +7.6% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,278,000 | -2.7% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,314,000 | +0.9% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,302,000 | +8.6% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,199,000 | -12.3% | 25,730 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,367,000 | +0.4% | 25,730 | -0.3% | 0.00% | 0.0% |
| Q2 2018 | $1,361,000 | -3.9% | 25,813 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,416,000 | -1.7% | 25,811 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,441,000 | +2.1% | 25,811 | -0.4% | 0.00% | 0.0% |
| Q3 2017 | $1,411,000 | +5.0% | 25,903 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,344,000 | +4.5% | 25,902 | +0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,286,000 | -37.5% | 25,901 | -41.6% | 0.00% | -50.0% |
| Q4 2016 | $2,056,000 | -23.2% | 44,336 | -22.0% | 0.00% | -33.3% |
| Q3 2016 | $2,676,000 | +3.0% | 56,832 | -2.1% | 0.00% | 0.0% |
| Q2 2016 | $2,597,000 | -1.6% | 58,067 | +0.7% | 0.00% | 0.0% |
| Q1 2016 | $2,640,000 | -1.7% | 57,640 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,687,000 | +2.6% | 57,640 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,618,000 | -11.5% | 57,640 | -0.6% | 0.00% | 0.0% |
| Q2 2015 | $2,959,000 | -1.5% | 57,989 | +0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,005,000 | +9.5% | 57,988 | +4.7% | 0.00% | 0.0% |
| Q4 2014 | $2,744,000 | -5.6% | 55,374 | -0.4% | 0.00% | 0.0% |
| Q3 2014 | $2,907,000 | +41.0% | 55,624 | +51.3% | 0.00% | 0.0% |
| Q2 2014 | $2,061,000 | +2.6% | 36,772 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,009,000 | -2.4% | 36,772 | -2.7% | 0.00% | 0.0% |
| Q4 2013 | $2,058,000 | +8.8% | 37,799 | +3.4% | 0.00% | 0.0% |
| Q3 2013 | $1,891,000 | +12.3% | 36,572 | 0.0% | 0.00% | +50.0% |
| Q2 2013 | $1,684,000 | – | 36,572 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |