WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,694 | -0.2% | 73,835 | -0.8% | 0.42% | -3.9% |
| Q1 2023 | $3,701 | -99.9% | 74,425 | +7.7% | 0.44% | +7.1% |
| Q4 2022 | $3,251,405 | +15.4% | 69,120 | -1.5% | 0.41% | +10.0% |
| Q3 2022 | $2,818,000 | -12.3% | 70,175 | -0.8% | 0.37% | -8.9% |
| Q2 2022 | $3,214,000 | -21.2% | 70,730 | -8.5% | 0.40% | -4.5% |
| Q1 2022 | $4,078,000 | +0.4% | 77,315 | +2.9% | 0.42% | +6.3% |
| Q4 2021 | $4,063,000 | +16.3% | 75,120 | +13.7% | 0.40% | +7.8% |
| Q3 2021 | $3,494,000 | -1.5% | 66,095 | +1.5% | 0.37% | 0.0% |
| Q2 2021 | $3,549,000 | +10.4% | 65,105 | +6.5% | 0.37% | +1.6% |
| Q1 2021 | $3,215,000 | +6.9% | 61,145 | +2.9% | 0.36% | -2.4% |
| Q4 2020 | $3,007,000 | +21.5% | 59,395 | +9.2% | 0.37% | +7.8% |
| Q3 2020 | $2,474,000 | +3.0% | 54,400 | +0.3% | 0.35% | -2.8% |
| Q2 2020 | $2,402,000 | +14.5% | 54,250 | +2.2% | 0.36% | -2.2% |
| Q1 2020 | $2,097,000 | -27.5% | 53,095 | -1.8% | 0.36% | -0.8% |
| Q4 2019 | $2,892,000 | +11.1% | 54,070 | +3.3% | 0.37% | +2.8% |
| Q3 2019 | $2,602,000 | -4.5% | 52,340 | -2.0% | 0.36% | -1.1% |
| Q2 2019 | $2,724,000 | +1.6% | 53,400 | +0.8% | 0.36% | -1.1% |
| Q1 2019 | $2,682,000 | +8.8% | 52,975 | +0.2% | 0.36% | -4.9% |
| Q4 2018 | $2,465,000 | -12.5% | 52,895 | -0.2% | 0.38% | +1.3% |
| Q3 2018 | $2,817,000 | -1.3% | 53,025 | -2.0% | 0.38% | -5.5% |
| Q2 2018 | $2,853,000 | -2.1% | 54,085 | +1.8% | 0.40% | -6.3% |
| Q1 2018 | $2,914,000 | -3.6% | 53,110 | -2.0% | 0.43% | -1.6% |
| Q4 2017 | $3,022,000 | +0.6% | 54,175 | -1.8% | 0.44% | -4.0% |
| Q3 2017 | $3,003,000 | +4.9% | 55,145 | -0.0% | 0.45% | +0.7% |
| Q2 2017 | $2,863,000 | +4.5% | 55,170 | +0.2% | 0.45% | -0.4% |
| Q1 2017 | $2,739,000 | +6.4% | 55,073 | -0.7% | 0.45% | +2.7% |
| Q4 2016 | $2,574,000 | -5.1% | 55,473 | -3.8% | 0.44% | -7.2% |
| Q3 2016 | $2,713,000 | +2.6% | 57,648 | -2.4% | 0.47% | -7.6% |
| Q2 2016 | $2,644,000 | -3.5% | 59,083 | -1.2% | 0.51% | -5.7% |
| Q1 2016 | $2,739,000 | +0.7% | 59,813 | +2.5% | 0.54% | -1.6% |
| Q4 2015 | $2,719,000 | -4.0% | 58,353 | -6.4% | 0.55% | -13.5% |
| Q3 2015 | $2,832,000 | -10.3% | 62,348 | +0.8% | 0.64% | -2.3% |
| Q2 2015 | $3,157,000 | +6.8% | 61,848 | +8.4% | 0.65% | +2.7% |
| Q1 2015 | $2,955,000 | +5.3% | 57,044 | +0.8% | 0.64% | -0.3% |
| Q4 2014 | $2,806,000 | -6.9% | 56,594 | -1.9% | 0.64% | -12.7% |
| Q3 2014 | $3,015,000 | -7.2% | 57,699 | -0.6% | 0.73% | -5.5% |
| Q2 2014 | $3,249,000 | +0.1% | 58,024 | -2.3% | 0.78% | -1.3% |
| Q1 2014 | $3,245,000 | +0.4% | 59,364 | 0.0% | 0.78% | -2.4% |
| Q4 2013 | $3,233,000 | +4.7% | 59,364 | -0.6% | 0.80% | -7.4% |
| Q3 2013 | $3,089,000 | – | 59,744 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 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% |