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 | $890 | -99.6% | 18 | -99.6% | 0.00% | – |
| Q2 2019 | $217,000 | -43.5% | 4,257 | -44.9% | 0.00% | – |
| Q1 2017 | $384,000 | +105.3% | 7,726 | +87.8% | 0.00% | – |
| Q3 2015 | $187,000 | -11.0% | 4,113 | 0.0% | 0.00% | – |
| Q2 2015 | $210,000 | -1.4% | 4,113 | 0.0% | 0.00% | – |
| Q1 2015 | $213,000 | +217.9% | 4,113 | +220.1% | 0.00% | – |
| Q3 2014 | $67,000 | -6.9% | 1,285 | 0.0% | 0.00% | – |
| Q2 2014 | $72,000 | -26.5% | 1,285 | -28.0% | 0.00% | – |
| Q1 2014 | $98,000 | +1.0% | 1,785 | 0.0% | 0.00% | – |
| Q4 2013 | $97,000 | +5.4% | 1,785 | 0.0% | 0.00% | – |
| Q3 2013 | $92,000 | +12.2% | 1,785 | 0.0% | 0.00% | – |
| Q2 2013 | $82,000 | – | 1,785 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |