WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 18 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,837 | +7.9% | 13,771 | +9.6% | 0.01% | +9.1% |
| Q1 2024 | $333,626 | +23.0% | 12,568 | +17.2% | 0.01% | 0.0% |
| Q4 2023 | $271,297 | +8.8% | 10,725 | +5.7% | 0.01% | 0.0% |
| Q3 2023 | $249,379 | -3.2% | 10,151 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $257,616 | -6.3% | 10,252 | -6.6% | 0.01% | -15.4% |
| Q1 2023 | $274,875 | +0.5% | 10,974 | -1.1% | 0.01% | -7.1% |
| Q4 2022 | $273,582 | -12.0% | 11,100 | -16.9% | 0.01% | -22.2% |
| Q3 2022 | $311,000 | -0.6% | 13,364 | +1.8% | 0.02% | 0.0% |
| Q2 2022 | $313,000 | -9.0% | 13,125 | -3.9% | 0.02% | -18.2% |
| Q1 2022 | $344,000 | -2.3% | 13,662 | +3.1% | 0.02% | -8.3% |
| Q4 2021 | $352,000 | +11.0% | 13,245 | +8.0% | 0.02% | -7.7% |
| Q3 2021 | $317,000 | +5.3% | 12,260 | +6.6% | 0.03% | -3.7% |
| Q2 2021 | $301,000 | +7.1% | 11,498 | +4.0% | 0.03% | -12.9% |
| Q1 2021 | $281,000 | +7.7% | 11,051 | +7.6% | 0.03% | -8.8% |
| Q4 2020 | $261,000 | +14.5% | 10,272 | +7.8% | 0.03% | +6.2% |
| Q3 2020 | $228,000 | +9.1% | 9,528 | +6.2% | 0.03% | 0.0% |
| Q2 2020 | $209,000 | – | 8,973 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Insight Advisors, LLC/ PA | 50,734 | $1,210,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 743,442 | $17,478,000 | 0.26% |
| ACG Wealth | 20,473 | $481,000 | 0.10% |
| OLD MISSION CAPITAL LLC | 90,118 | $2,119,000 | 0.06% |
| RFG Advisory, LLC | 13,125 | $313,000 | 0.02% |
| Orgel Wealth Management, LLC | 11,328 | $266,000 | 0.02% |
| CoreCap Advisors, LLC | 7,364 | $173,000 | 0.01% |
| Private Advisor Group, LLC | 35,273 | $829,000 | 0.01% |
| Covestor Ltd | 186 | $4,000 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 603 | $14,000 | 0.00% |