WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $5,297,000 | -13.4% | 104,619 | -22.2% | 0.13% | -23.7% |
| Q3 2020 | $6,114,000 | -23.7% | 134,463 | -25.7% | 0.17% | -31.0% |
| Q2 2020 | $8,010,000 | -7.2% | 180,933 | -17.2% | 0.24% | -24.4% |
| Q1 2020 | $8,634,000 | -45.2% | 218,640 | -25.8% | 0.32% | -30.2% |
| Q4 2019 | $15,749,000 | +5.5% | 294,492 | -1.9% | 0.46% | -2.5% |
| Q3 2019 | $14,923,000 | -5.9% | 300,135 | -3.4% | 0.48% | -9.7% |
| Q2 2019 | $15,851,000 | -12.4% | 310,738 | -13.0% | 0.53% | -14.3% |
| Q1 2019 | $18,089,000 | -7.5% | 357,278 | -14.8% | 0.62% | -18.0% |
| Q4 2018 | $19,552,000 | – | 419,580 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |