WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $983,874 | -8.7% | 20,349 | -5.5% | 0.01% | -12.5% |
| Q2 2023 | $1,077,096 | +1.5% | 21,529 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $1,060,890 | +8.3% | 21,333 | +2.4% | 0.01% | 0.0% |
| Q4 2022 | $980,000 | +18.1% | 20,833 | +0.7% | 0.01% | +14.3% |
| Q3 2022 | $830,000 | -9.7% | 20,678 | +2.2% | 0.01% | -12.5% |
| Q2 2022 | $919,000 | -17.9% | 20,224 | -4.8% | 0.01% | 0.0% |
| Q1 2022 | $1,120,000 | -1.9% | 21,239 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $1,142,000 | -5.0% | 21,118 | -7.1% | 0.01% | 0.0% |
| Q3 2021 | $1,202,000 | +2.0% | 22,738 | +5.1% | 0.01% | -11.1% |
| Q2 2021 | $1,179,000 | +3.6% | 21,625 | -0.0% | 0.01% | -18.2% |
| Q1 2021 | $1,138,000 | +5.4% | 21,635 | +1.4% | 0.01% | 0.0% |
| Q4 2020 | $1,080,000 | +20.1% | 21,340 | +8.0% | 0.01% | +10.0% |
| Q3 2020 | $899,000 | +17.5% | 19,765 | +14.3% | 0.01% | +11.1% |
| Q2 2020 | $765,000 | +77.9% | 17,290 | +58.8% | 0.01% | +50.0% |
| Q1 2020 | $430,000 | -52.7% | 10,885 | -36.0% | 0.01% | -40.0% |
| Q4 2019 | $909,000 | +11.5% | 16,995 | +6.4% | 0.01% | 0.0% |
| Q3 2019 | $815,000 | +4.1% | 15,980 | +4.1% | 0.01% | +11.1% |
| Q2 2019 | $783,000 | +1.8% | 15,355 | +1.1% | 0.01% | -10.0% |
| Q1 2019 | $769,000 | -11.2% | 15,181 | -18.3% | 0.01% | -16.7% |
| Q4 2018 | $866,000 | +13.5% | 18,576 | +29.4% | 0.01% | +33.3% |
| Q3 2018 | $763,000 | +4.4% | 14,356 | +3.6% | 0.01% | 0.0% |
| Q2 2018 | $731,000 | -99.9% | 13,851 | +22.9% | 0.01% | +12.5% |
| Q1 2018 | $618,053,000 | +1.2% | 11,266 | +2.9% | 0.01% | +14.3% |
| Q4 2017 | $610,847,000 | +7.8% | 10,951 | +5.3% | 0.01% | 0.0% |
| Q3 2017 | $566,438,000 | +17.8% | 10,401 | +12.3% | 0.01% | +16.7% |
| Q2 2017 | $480,646,000 | – | 9,261 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |