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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,023 | -3.0% | 2,151 | +0.4% | 0.00% | – |
| Q2 2023 | $107,218 | +1.8% | 2,143 | +1.1% | 0.00% | – |
| Q1 2023 | $105,361 | +6.3% | 2,119 | +0.5% | 0.00% | – |
| Q4 2022 | $99,144 | -4.7% | 2,108 | -18.9% | 0.00% | – |
| Q3 2022 | $104,000 | -11.9% | 2,600 | +0.4% | 0.00% | -100.0% |
| Q2 2022 | $118,000 | -48.7% | 2,589 | -40.7% | 0.00% | 0.0% |
| Q1 2022 | $230,000 | -2.5% | 4,363 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $236,000 | +2.6% | 4,356 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $230,000 | -2.5% | 4,347 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $236,000 | +4.0% | 4,336 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $227,000 | +3.7% | 4,322 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $219,000 | +13.5% | 4,316 | +1.6% | 0.00% | 0.0% |
| Q3 2020 | $193,000 | +10.9% | 4,249 | +7.9% | 0.00% | 0.0% |
| Q2 2020 | $174,000 | +4.8% | 3,939 | -6.4% | 0.00% | 0.0% |
| Q1 2020 | $166,000 | -60.5% | 4,209 | -46.4% | 0.00% | -50.0% |
| Q4 2019 | $420,000 | -26.6% | 7,858 | -31.8% | 0.00% | -33.3% |
| Q3 2019 | $572,000 | +14.6% | 11,514 | +17.6% | 0.00% | 0.0% |
| Q2 2019 | $499,000 | -20.3% | 9,791 | -20.8% | 0.00% | -25.0% |
| Q1 2019 | $626,000 | +30.1% | 12,355 | +19.6% | 0.00% | 0.0% |
| Q4 2018 | $481,000 | +1.5% | 10,329 | +15.7% | 0.00% | +33.3% |
| Q3 2018 | $474,000 | -5.8% | 8,925 | -6.4% | 0.00% | 0.0% |
| Q2 2018 | $503,000 | +38.6% | 9,532 | +44.2% | 0.00% | 0.0% |
| Q1 2018 | $363,000 | -1.6% | 6,612 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $369,000 | +2.5% | 6,611 | +0.0% | 0.00% | 0.0% |
| Q3 2017 | $360,000 | +34.3% | 6,610 | +10.2% | 0.00% | +50.0% |
| Q2 2016 | $268,000 | – | 6,000 | – | 0.00% | – |
Download | ||||||
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% |