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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,060,000 | +107.4% | 10,250 | +5.5% | 0.01% | -14.3% |
| Q1 2021 | $511,000 | +3.9% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $492,000 | +11.3% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $442,000 | +2.8% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $430,000 | +12.0% | 9,720 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $384,000 | -26.2% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $520,000 | +7.7% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $483,000 | -2.6% | 9,720 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $496,000 | +0.8% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $492,000 | +8.6% | 9,720 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $453,000 | -12.2% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $516,000 | +0.6% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $513,000 | -3.8% | 9,720 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $533,000 | -1.7% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $542,000 | +2.5% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $529,000 | +5.0% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $504,000 | +4.3% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $483,000 | +7.1% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $451,000 | -1.5% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $458,000 | +5.3% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $435,000 | -2.2% | 9,720 | 0.0% | 0.01% | -8.3% |
| Q1 2016 | $445,000 | -1.8% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $453,000 | +2.7% | 9,720 | 0.0% | 0.01% | -7.7% |
| Q3 2015 | $441,000 | -11.1% | 9,720 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $496,000 | -1.4% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $503,000 | +4.4% | 9,720 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $482,000 | -5.1% | 9,720 | 0.0% | 0.01% | -6.7% |
| Q3 2014 | $508,000 | -6.6% | 9,720 | 0.0% | 0.02% | -6.2% |
| Q2 2014 | $544,000 | +2.4% | 9,720 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $531,000 | +0.4% | 9,720 | 0.0% | 0.02% | +6.7% |
| Q4 2013 | $529,000 | +5.2% | 9,720 | 0.0% | 0.02% | -16.7% |
| Q3 2013 | $503,000 | +10.5% | 9,720 | -1.8% | 0.02% | +20.0% |
| Q2 2013 | $455,000 | – | 9,895 | – | 0.02% | – |
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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% |