WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,631 | -16.3% | 12,981 | -13.4% | 0.01% | -14.3% |
| Q2 2023 | $749,951 | +124.9% | 14,990 | +123.6% | 0.01% | +7.7% |
| Q1 2023 | $333,440 | +5.7% | 6,705 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $315,403 | -16.3% | 6,705 | -19.1% | 0.01% | -27.8% |
| Q2 2022 | $377,000 | -6.7% | 8,291 | +8.3% | 0.02% | 0.0% |
| Q1 2022 | $404,000 | -2.4% | 7,656 | 0.0% | 0.02% | +12.5% |
| Q4 2021 | $414,000 | +5.3% | 7,656 | +3.0% | 0.02% | -20.0% |
| Q3 2021 | $393,000 | +5.9% | 7,431 | +9.1% | 0.02% | 0.0% |
| Q2 2021 | $371,000 | +3.6% | 6,813 | 0.0% | 0.02% | -13.0% |
| Q1 2021 | $358,000 | +21.8% | 6,813 | +17.2% | 0.02% | 0.0% |
| Q4 2020 | $294,000 | – | 5,813 | – | 0.02% | – |
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% |