WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,476,000 | -68.5% | 27,286 | -69.3% | 0.00% | -100.0% |
| Q3 2021 | $4,691,000 | +361.3% | 88,916 | +376.2% | 0.00% | – |
| Q2 2021 | $1,017,000 | +386.6% | 18,672 | +355.4% | 0.00% | – |
| Q4 2020 | $209,000 | -18.0% | 4,100 | -36.5% | 0.00% | – |
| Q1 2020 | $255,000 | -38.8% | 6,461 | -17.2% | 0.00% | – |
| Q4 2019 | $417,000 | +9.4% | 7,801 | +1.8% | 0.00% | – |
| Q3 2019 | $381,000 | -24.6% | 7,663 | -21.8% | 0.00% | – |
| Q2 2019 | $505,000 | +2.9% | 9,795 | +0.9% | 0.00% | – |
| Q1 2019 | $491,000 | -6.3% | 9,706 | -13.6% | 0.00% | – |
| Q4 2018 | $524,000 | -16.3% | 11,235 | -4.6% | 0.00% | – |
| Q3 2018 | $626,000 | +32.3% | 11,772 | +29.9% | 0.00% | – |
| Q2 2018 | $473,000 | -33.4% | 9,063 | -30.0% | 0.00% | – |
| Q1 2018 | $710,000 | -17.8% | 12,951 | -16.4% | 0.00% | – |
| Q4 2017 | $864,000 | -63.1% | 15,496 | -63.9% | 0.00% | -100.0% |
| Q3 2017 | $2,340,000 | +206.7% | 42,973 | +192.5% | 0.00% | – |
| Q2 2017 | $763,000 | +6.4% | 14,693 | +1.9% | 0.00% | – |
| Q1 2017 | $717,000 | +47.5% | 14,413 | +37.6% | 0.00% | – |
| Q4 2016 | $486,000 | -10.5% | 10,473 | -9.3% | 0.00% | – |
| Q3 2016 | $543,000 | +49.6% | 11,545 | +42.2% | 0.00% | – |
| Q2 2016 | $363,000 | – | 8,121 | – | 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% |