WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242 | -39.5% | 5 | -37.5% | 0.00% | – |
Q2 2023 | $400 | – | 8 | +700.0% | 0.00% | – |
Q1 2023 | $0 | – | 1 | -87.5% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 8 | -99.7% | 0.00% | -100.0% |
Q4 2016 | $121,000 | -9.7% | 2,600 | -9.4% | 0.01% | -40.9% |
Q4 2015 | $134,000 | +204.5% | 2,871 | +195.7% | 0.02% | +450.0% |
Q3 2015 | $44,000 | +2100.0% | 971 | +3032.3% | 0.00% | – |
Q1 2015 | $2,000 | -96.9% | 31 | -97.6% | 0.00% | -100.0% |
Q4 2014 | $64,000 | +2033.3% | 1,289 | +2530.6% | 0.01% | – |
Q3 2014 | $3,000 | -96.5% | 49 | -96.8% | 0.00% | -100.0% |
Q2 2014 | $85,000 | +400.0% | 1,525 | +396.7% | 0.01% | +266.7% |
Q4 2013 | $17,000 | – | 307 | – | 0.00% | – |
Download |
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% |