WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $237,000 | -7.8% | 4,500 | -11.2% | 0.01% | -16.7% |
| Q4 2020 | $257,000 | +8.9% | 5,070 | -2.2% | 0.01% | 0.0% |
| Q3 2020 | $236,000 | -37.9% | 5,185 | -39.6% | 0.01% | -45.5% |
| Q2 2020 | $380,000 | +46.2% | 8,591 | +30.7% | 0.01% | +22.2% |
| Q1 2020 | $260,000 | -93.1% | 6,575 | -90.7% | 0.01% | -91.8% |
| Q4 2019 | $3,775,000 | – | 70,586 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 188,595 | $10,020,000 | 7.73% |
| STRINGER ASSET MANAGEMENT, LLC | 117,715 | $6,254,000 | 4.91% |
| TMD & ASSOCIATES, INC | 117,129 | $6,223,000 | 4.44% |
| Parsec Financial Management, Inc. | 1,016,354 | $53,999,000 | 3.41% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 686,922 | $36,496,000 | 3.28% |
| Pinnacle Wealth Planning Services, Inc. | 53,508 | $2,843,000 | 2.60% |
| Avestar Capital, LLC | 82,730 | $4,364,000 | 2.52% |
| PLIMOTH TRUST CO LLC | 109,472 | $5,816,000 | 1.88% |
| MOLLER WEALTH PARTNERS | 80,500 | $4,277,000 | 1.87% |
| MISSION WEALTH MANAGEMENT, LP | 217,425 | $11,552,000 | 1.52% |