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 | $820,180 | -6.9% | 16,963 | -3.7% | 0.00% | 0.0% |
| Q2 2023 | $881,430 | -2.3% | 17,618 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $902,007 | +7.8% | 18,138 | +2.0% | 0.00% | 0.0% |
| Q4 2022 | $836,496 | +17.7% | 17,782 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $711,000 | -22.0% | 17,690 | -11.9% | 0.00% | 0.0% |
| Q2 2022 | $912,000 | -13.8% | 20,070 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,058,000 | +9.1% | 20,059 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $970,000 | +2.3% | 17,939 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $948,000 | -6.0% | 17,935 | -3.1% | 0.00% | -50.0% |
| Q2 2021 | $1,009,000 | +3.2% | 18,500 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $978,000 | -0.3% | 18,591 | -4.0% | 0.00% | 0.0% |
| Q4 2020 | $981,000 | +26.4% | 19,367 | +13.5% | 0.00% | 0.0% |
| Q3 2020 | $776,000 | +16.3% | 17,063 | +13.3% | 0.00% | 0.0% |
| Q2 2020 | $667,000 | +2.8% | 15,061 | -8.3% | 0.00% | 0.0% |
| Q1 2020 | $649,000 | -36.6% | 16,422 | -14.0% | 0.00% | 0.0% |
| Q4 2019 | $1,023,000 | -1.9% | 19,090 | -8.9% | 0.00% | -33.3% |
| Q3 2019 | $1,043,000 | -4.0% | 20,951 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $1,087,000 | +2.5% | 21,278 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $1,060,000 | -18.3% | 20,880 | -25.2% | 0.00% | -25.0% |
| Q4 2018 | $1,298,000 | -34.9% | 27,913 | -25.5% | 0.00% | -33.3% |
| Q3 2018 | $1,994,000 | +0.3% | 37,482 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $1,988,000 | +2.6% | 37,605 | +6.6% | 0.01% | 0.0% |
| Q1 2018 | $1,937,000 | -1.7% | 35,277 | -0.1% | 0.01% | 0.0% |
| Q4 2017 | $1,970,000 | +8.5% | 35,323 | +5.9% | 0.01% | 0.0% |
| Q3 2017 | $1,816,000 | +12.1% | 33,343 | +6.9% | 0.01% | 0.0% |
| Q2 2017 | $1,620,000 | +8.2% | 31,180 | +3.5% | 0.01% | 0.0% |
| Q1 2017 | $1,497,000 | +14.2% | 30,137 | +6.6% | 0.01% | 0.0% |
| Q4 2016 | $1,311,000 | +38.4% | 28,269 | +40.2% | 0.01% | +50.0% |
| Q3 2016 | $947,000 | -0.1% | 20,169 | -4.6% | 0.00% | 0.0% |
| Q2 2016 | $948,000 | +49.5% | 21,146 | +52.6% | 0.00% | +33.3% |
| Q1 2016 | $634,000 | +19.6% | 13,857 | +21.9% | 0.00% | 0.0% |
| Q4 2015 | $530,000 | +0.6% | 11,368 | -2.0% | 0.00% | 0.0% |
| Q3 2015 | $527,000 | -51.3% | 11,597 | -45.3% | 0.00% | 0.0% |
| Q2 2015 | $1,082,000 | +107.3% | 21,218 | +110.6% | 0.00% | 0.0% |
| Q1 2015 | $522,000 | -7.0% | 10,073 | -10.9% | 0.00% | 0.0% |
| Q4 2014 | $561,000 | +17.4% | 11,305 | +23.6% | 0.00% | -25.0% |
| Q3 2014 | $478,000 | -5.9% | 9,143 | +0.7% | 0.00% | -20.0% |
| Q2 2014 | $508,000 | +6.7% | 9,076 | +4.2% | 0.01% | 0.0% |
| Q1 2014 | $476,000 | – | 8,711 | – | 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% |