WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2022. 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 | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |