WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 107 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |