WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,540 | -34.0% | 218 | -31.7% | 0.00% | -50.0% |
Q2 2023 | $15,960 | -77.9% | 319 | -78.0% | 0.00% | -77.8% |
Q1 2023 | $72,109 | +2.8% | 1,450 | -2.7% | 0.01% | -10.0% |
Q4 2022 | $70,137 | +6.3% | 1,491 | -9.3% | 0.01% | -9.1% |
Q3 2022 | $66,000 | -15.4% | 1,644 | -3.9% | 0.01% | -15.4% |
Q2 2022 | $78,000 | -11.4% | 1,710 | +2.5% | 0.01% | 0.0% |
Q1 2022 | $88,000 | +12.8% | 1,668 | +16.0% | 0.01% | +8.3% |
Q4 2021 | $78,000 | -1.3% | 1,438 | -3.6% | 0.01% | -7.7% |
Q3 2021 | $79,000 | +61.2% | 1,492 | +66.3% | 0.01% | +62.5% |
Q2 2021 | $49,000 | – | 897 | – | 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% |