WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $110,309 | +26.8% | 2,345 | +8.2% | 0.01% | 0.0% |
| Q3 2022 | $87,000 | -3.3% | 2,167 | +8.8% | 0.01% | -37.5% |
| Q2 2022 | $90,000 | -20.4% | 1,991 | -7.4% | 0.01% | +33.3% |
| Q1 2022 | $113,000 | -23.6% | 2,149 | -21.7% | 0.01% | -53.8% |
| Q4 2021 | $148,000 | -3.3% | 2,743 | -5.9% | 0.01% | +8.3% |
| Q1 2021 | $153,000 | +4.1% | 2,915 | +0.1% | 0.01% | -14.3% |
| Q4 2020 | $147,000 | – | 2,913 | – | 0.01% | – |
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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% |