WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $194 | -3.5% | 4,014 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $201 | -2.9% | 4,014 | 0.0% | 0.03% | -5.6% |
Q1 2023 | $207 | +5.1% | 4,014 | 0.0% | 0.04% | +2.9% |
Q4 2022 | $197 | -99.9% | 4,014 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $166,000 | -7.8% | 4,014 | 0.0% | 0.04% | -7.9% |
Q2 2022 | $180,000 | -15.1% | 4,014 | 0.0% | 0.04% | -7.3% |
Q1 2022 | $212,000 | -2.3% | 4,014 | 0.0% | 0.04% | +2.5% |
Q4 2021 | $217,000 | +2.4% | 4,014 | 0.0% | 0.04% | +5.3% |
Q3 2021 | $212,000 | -3.2% | 4,014 | 0.0% | 0.04% | -5.0% |
Q2 2021 | $219,000 | +3.8% | 4,014 | 0.0% | 0.04% | -2.4% |
Q1 2021 | $211,000 | +3.9% | 4,014 | 0.0% | 0.04% | -4.7% |
Q4 2020 | $203,000 | +10.9% | 4,014 | 0.0% | 0.04% | +2.4% |
Q3 2020 | $183,000 | +2.8% | 4,014 | 0.0% | 0.04% | +2.4% |
Q2 2020 | $178,000 | +11.9% | 4,014 | 0.0% | 0.04% | -6.8% |
Q1 2020 | $159,000 | -26.0% | 4,014 | 0.0% | 0.04% | -18.5% |
Q4 2019 | $215,000 | +7.5% | 4,014 | 0.0% | 0.05% | -1.8% |
Q3 2019 | $200,000 | -2.4% | 4,014 | 0.0% | 0.06% | -1.8% |
Q2 2019 | $205,000 | +1.0% | 4,014 | 0.0% | 0.06% | -3.4% |
Q1 2019 | $203,000 | +8.6% | 4,014 | 0.0% | 0.06% | -4.9% |
Q4 2018 | $187,000 | -12.2% | 4,014 | 0.0% | 0.06% | -17.6% |
Q3 2018 | $213,000 | +0.5% | 4,014 | 0.0% | 0.07% | -8.6% |
Q2 2018 | $212,000 | -3.6% | 4,014 | 0.0% | 0.08% | -1.2% |
Q1 2018 | $220,000 | +18.9% | 4,014 | +21.1% | 0.08% | +28.1% |
Q4 2017 | $185,000 | +2.8% | 3,314 | 0.0% | 0.06% | +4.9% |
Q3 2017 | $180,000 | +4.7% | 3,314 | 0.0% | 0.06% | -1.6% |
Q2 2017 | $172,000 | +4.2% | 3,314 | 0.0% | 0.06% | -1.6% |
Q1 2017 | $165,000 | +7.1% | 3,314 | 0.0% | 0.06% | -11.3% |
Q4 2016 | $154,000 | -1.3% | 3,314 | 0.0% | 0.07% | -12.3% |
Q3 2016 | $156,000 | +5.4% | 3,314 | 0.0% | 0.08% | +5.2% |
Q2 2016 | $148,000 | -2.6% | 3,314 | 0.0% | 0.08% | -6.1% |
Q1 2016 | $152,000 | -1.3% | 3,314 | 0.0% | 0.08% | -9.9% |
Q4 2015 | $154,000 | +2.0% | 3,314 | 0.0% | 0.09% | 0.0% |
Q3 2015 | $151,000 | -10.7% | 3,314 | 0.0% | 0.09% | -4.2% |
Q2 2015 | $169,000 | -1.7% | 3,314 | 0.0% | 0.10% | -5.9% |
Q1 2015 | $172,000 | -4.4% | 3,314 | 0.0% | 0.10% | -25.7% |
Q4 2014 | $180,000 | – | 3,314 | – | 0.14% | – |
Download |
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% |