WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. 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, 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% |