WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $840,073 | -24.0% | 15,638 | -22.4% | 0.01% | -28.6% |
| Q1 2024 | $1,104,713 | +5.4% | 20,159 | +1.0% | 0.01% | 0.0% |
| Q4 2023 | $1,048,100 | +6.5% | 19,960 | -1.9% | 0.01% | 0.0% |
| 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 | 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% |