WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,873,671 | -1.4% | 266,260 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $13,062,577 | -3.0% | 261,095 | -3.6% | 0.00% | 0.0% |
| Q1 2023 | $13,470,814 | +11.8% | 270,879 | +5.8% | 0.00% | 0.0% |
| Q4 2022 | $12,047,132 | +34.3% | 256,104 | +14.6% | 0.00% | +33.3% |
| Q3 2022 | $8,969,000 | -8.7% | 223,389 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $9,824,000 | -16.7% | 216,177 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $11,796,000 | +10.9% | 223,606 | +13.7% | 0.00% | 0.0% |
| Q4 2021 | $10,636,000 | +4.6% | 196,669 | +2.3% | 0.00% | +50.0% |
| Q3 2021 | $10,166,000 | +2.9% | 192,283 | +6.1% | 0.00% | 0.0% |
| Q2 2021 | $9,880,000 | +7.8% | 181,254 | +4.0% | 0.00% | 0.0% |
| Q1 2021 | $9,169,000 | -6.1% | 174,362 | -9.6% | 0.00% | 0.0% |
| Q4 2020 | $9,765,000 | +15.5% | 192,863 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $8,456,000 | +8.3% | 185,976 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $7,808,000 | +13.9% | 176,374 | +1.6% | 0.00% | 0.0% |
| Q1 2020 | $6,855,000 | -48.6% | 173,595 | -30.4% | 0.00% | -50.0% |
| Q4 2019 | $13,340,000 | +0.4% | 249,441 | -6.7% | 0.00% | 0.0% |
| Q3 2019 | $13,289,000 | -6.8% | 267,279 | -4.3% | 0.00% | 0.0% |
| Q2 2019 | $14,251,000 | -0.1% | 279,378 | -0.9% | 0.00% | 0.0% |
| Q1 2019 | $14,272,000 | +11.1% | 281,887 | +2.3% | 0.00% | 0.0% |
| Q4 2018 | $12,845,000 | -27.0% | 275,640 | -16.7% | 0.00% | -20.0% |
| Q3 2018 | $17,585,000 | -3.6% | 330,988 | -4.3% | 0.01% | 0.0% |
| Q2 2018 | $18,239,000 | -6.0% | 345,771 | -2.2% | 0.01% | -16.7% |
| Q1 2018 | $19,393,000 | +2.8% | 353,501 | +4.5% | 0.01% | +20.0% |
| Q4 2017 | $18,861,000 | +10.3% | 338,134 | +7.7% | 0.01% | 0.0% |
| Q3 2017 | $17,103,000 | +14.1% | 314,053 | +8.8% | 0.01% | 0.0% |
| Q2 2017 | $14,988,000 | +15.3% | 288,782 | +10.5% | 0.01% | +25.0% |
| Q1 2017 | $12,997,000 | +35.9% | 261,362 | +26.8% | 0.00% | +33.3% |
| Q4 2016 | $9,567,000 | -17.7% | 206,193 | -16.6% | 0.00% | -25.0% |
| Q3 2016 | $11,631,000 | +6.2% | 247,099 | +0.9% | 0.00% | 0.0% |
| Q2 2016 | $10,955,000 | -0.1% | 244,795 | +2.3% | 0.00% | 0.0% |
| Q1 2016 | $10,962,000 | -27.1% | 239,392 | -25.8% | 0.00% | -33.3% |
| Q4 2015 | $15,036,000 | -12.8% | 322,731 | -15.0% | 0.01% | -14.3% |
| Q3 2015 | $17,243,000 | -23.8% | 379,639 | -14.4% | 0.01% | -22.2% |
| Q2 2015 | $22,626,000 | -27.7% | 443,299 | -26.7% | 0.01% | +50.0% |
| Q1 2015 | $31,312,000 | +145.1% | 604,494 | +134.7% | 0.01% | +20.0% |
| Q4 2014 | $12,775,000 | -2.1% | 257,608 | +3.2% | 0.01% | 0.0% |
| Q3 2014 | $13,045,000 | -4.2% | 249,619 | +2.6% | 0.01% | -16.7% |
| Q2 2014 | $13,616,000 | +6.5% | 243,193 | +4.0% | 0.01% | +20.0% |
| Q1 2014 | $12,788,000 | -5.6% | 233,917 | -6.0% | 0.01% | -16.7% |
| Q4 2013 | $13,546,000 | +22.3% | 248,733 | +16.1% | 0.01% | +20.0% |
| Q3 2013 | $11,073,000 | +32.0% | 214,181 | +17.5% | 0.01% | +25.0% |
| Q2 2013 | $8,387,000 | – | 182,233 | – | 0.00% | – |
Download | ||||||
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% |