WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $101,000 | +1.0% | 1,860 | -2.6% | 0.01% | -10.0% |
| Q1 2021 | $100,000 | -4.8% | 1,910 | -3.0% | 0.01% | -33.3% |
| Q4 2019 | $105,000 | -18.6% | 1,970 | -22.0% | 0.02% | -25.0% |
| Q2 2019 | $129,000 | -95.2% | 2,525 | +1743.1% | 0.02% | +25.0% |
| Q1 2019 | $2,705,000 | +90066.7% | 137 | 0.0% | 0.02% | -27.3% |
| Q4 2018 | $3,000 | -97.8% | 137 | +4466.7% | 0.02% | -12.0% |
| Q3 2018 | $136,000 | -6.2% | 3 | -99.9% | 0.02% | +25.0% |
| Q2 2018 | $145,000 | +2.8% | 2,748 | +7.1% | 0.02% | -39.4% |
| Q1 2018 | $141,000 | – | 2,565 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 298,495 | $15,113,000 | 6.58% |
| MOLLER WEALTH PARTNERS | 144,574 | $7,320,000 | 3.03% |
| Thrive Capital Management, LLC | 49,939 | $2,528,000 | 2.69% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 819,605 | $41,497,000 | 2.24% |
| Falcon Wealth Planning | 78,878 | $3,994,000 | 2.24% |
| Syverson Strege & Co | 44,710 | $2,264,000 | 2.16% |
| TOBIAS FINANCIAL ADVISORS, INC. | 87,414 | $4,426,000 | 2.02% |
| M Holdings Securities, Inc. | 293,414 | $14,856,000 | 1.90% |
| Octavia Wealth Advisors, LLC | 80,637 | $4,083,000 | 1.32% |
| Pinnacle Wealth Planning Services, Inc. | 110,295 | $5,307,000 | 1.27% |