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 | 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% |