WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,490 | -6.1% | 6,794 | -2.9% | 0.23% | -1.3% |
| Q2 2023 | $349,910 | +0.6% | 6,994 | 0.0% | 0.23% | -4.5% |
| Q1 2023 | $347,812 | +5.7% | 6,994 | 0.0% | 0.24% | +1.2% |
| Q4 2022 | $328,998 | +17.2% | 6,994 | 0.0% | 0.24% | +7.1% |
| Q3 2022 | $280,809 | -11.7% | 6,994 | 0.0% | 0.22% | -7.8% |
| Q2 2022 | $318,000 | -13.8% | 6,994 | 0.0% | 0.24% | +0.4% |
| Q1 2022 | $369,000 | -2.4% | 6,994 | 0.0% | 0.24% | +7.0% |
| Q4 2021 | $378,000 | +2.2% | 6,994 | 0.0% | 0.23% | -5.0% |
| Q3 2021 | $370,000 | -2.9% | 6,994 | 0.0% | 0.24% | -0.4% |
| Q2 2021 | $381,000 | +3.5% | 6,994 | 0.0% | 0.24% | -8.0% |
| Q1 2021 | $368,000 | +4.0% | 6,994 | 0.0% | 0.26% | +2.0% |
| Q4 2020 | $354,000 | +14.2% | 6,994 | 0.0% | 0.26% | -2.7% |
| Q2 2020 | $310,000 | -8.3% | 6,994 | +2.9% | 0.26% | -32.6% |
| Q3 2019 | $338,000 | -2.6% | 6,800 | 0.0% | 0.39% | -2.5% |
| Q2 2019 | $347,000 | -41.9% | 6,800 | -42.3% | 0.40% | -43.7% |
| Q1 2019 | $597,000 | -21.7% | 11,785 | -23.6% | 0.71% | -23.8% |
| Q4 2018 | $762,000 | -54.1% | 15,420 | -53.9% | 0.93% | -61.0% |
| Q4 2014 | $1,659,000 | -4.6% | 33,450 | +0.5% | 2.39% | -7.5% |
| Q3 2014 | $1,739,000 | -5.0% | 33,277 | +1.8% | 2.58% | -2.5% |
| Q2 2014 | $1,831,000 | – | 32,693 | – | 2.65% | – |
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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% |