WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,165,689 | -8.1% | 1,078,918 | -4.9% | 0.01% | -16.7% |
| Q2 2023 | $56,733,521 | -12.9% | 1,133,990 | -13.4% | 0.01% | -14.3% |
| Q1 2023 | $65,142,023 | +2.1% | 1,309,914 | -3.4% | 0.01% | 0.0% |
| Q4 2022 | $63,794,096 | +35.0% | 1,356,167 | +15.3% | 0.01% | +16.7% |
| Q3 2022 | $47,239,000 | +15.3% | 1,176,574 | +30.5% | 0.01% | +20.0% |
| Q2 2022 | $40,977,000 | -7.6% | 901,788 | +7.2% | 0.01% | -16.7% |
| Q1 2022 | $44,360,000 | -1.4% | 840,939 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $44,991,000 | +4.1% | 831,928 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $43,233,000 | +5.5% | 817,719 | +8.7% | 0.01% | +20.0% |
| Q2 2021 | $40,990,000 | +1.4% | 751,977 | -2.2% | 0.01% | -16.7% |
| Q1 2021 | $40,416,000 | +2.6% | 768,587 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $39,406,000 | +8.5% | 778,313 | -2.6% | 0.01% | -14.3% |
| Q3 2020 | $36,335,000 | -2.0% | 799,061 | -4.6% | 0.01% | -12.5% |
| Q2 2020 | $37,069,000 | +7.5% | 837,339 | -4.1% | 0.01% | -11.1% |
| Q1 2020 | $34,485,000 | +9.2% | 873,257 | +47.9% | 0.01% | +28.6% |
| Q4 2019 | $31,573,000 | +11.0% | 590,376 | +3.2% | 0.01% | -12.5% |
| Q3 2019 | $28,447,000 | -19.2% | 572,138 | -17.1% | 0.01% | -11.1% |
| Q2 2019 | $35,186,000 | -29.0% | 689,784 | -29.6% | 0.01% | -35.7% |
| Q1 2019 | $49,578,000 | +2.4% | 979,231 | -5.7% | 0.01% | 0.0% |
| Q4 2018 | $48,413,000 | -3.4% | 1,038,915 | +10.1% | 0.01% | +7.7% |
| Q3 2018 | $50,119,000 | +0.9% | 943,327 | +0.2% | 0.01% | 0.0% |
| Q2 2018 | $49,666,000 | -3.0% | 941,549 | +0.9% | 0.01% | -7.1% |
| Q1 2018 | $51,216,000 | -5.5% | 933,583 | -3.9% | 0.01% | -6.7% |
| Q4 2017 | $54,183,000 | +2.9% | 971,374 | +0.5% | 0.02% | -6.2% |
| Q3 2017 | $52,658,000 | +13.4% | 966,906 | +8.1% | 0.02% | +14.3% |
| Q2 2017 | $46,427,000 | -45.3% | 894,554 | -47.5% | 0.01% | +7.7% |
| Q1 2017 | $84,808,000 | +20.0% | 1,705,378 | +12.0% | 0.01% | +8.3% |
| Q4 2016 | $70,660,000 | +85.1% | 1,522,830 | +87.8% | 0.01% | -7.7% |
| Q3 2016 | $38,174,000 | +16.7% | 811,004 | +10.9% | 0.01% | +8.3% |
| Q2 2016 | $32,724,000 | -6.1% | 731,250 | -4.0% | 0.01% | -7.7% |
| Q1 2016 | $34,864,000 | -16.6% | 761,394 | -15.1% | 0.01% | -13.3% |
| Q4 2015 | $41,792,000 | +7.8% | 897,030 | +5.1% | 0.02% | +7.1% |
| Q3 2015 | $38,758,000 | -18.4% | 853,337 | -8.3% | 0.01% | -12.5% |
| Q2 2015 | $47,519,000 | -25.3% | 931,027 | -24.2% | 0.02% | -30.4% |
| Q1 2015 | $63,648,000 | +11.2% | 1,228,733 | +6.4% | 0.02% | +9.5% |
| Q4 2014 | $57,260,000 | +3.8% | 1,154,655 | +9.4% | 0.02% | 0.0% |
| Q3 2014 | $55,178,000 | -3.6% | 1,055,841 | +3.3% | 0.02% | -4.5% |
| Q2 2014 | $57,248,000 | +4.7% | 1,022,459 | +2.3% | 0.02% | -4.3% |
| Q1 2014 | $54,660,000 | +3.8% | 999,806 | +3.4% | 0.02% | +4.5% |
| Q4 2013 | $52,644,000 | +6.1% | 966,666 | +0.7% | 0.02% | -4.3% |
| Q3 2013 | $49,608,000 | +10.8% | 959,544 | -1.4% | 0.02% | 0.0% |
| Q2 2013 | $44,773,000 | – | 972,897 | – | 0.02% | – |
Download | ||||||
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% |