WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 117 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $57,000 | +375.0% | 1,246 | +437.1% | 0.01% | +500.0% |
| Q1 2022 | $12,000 | -77.4% | 232 | -76.3% | 0.00% | -77.8% |
| Q4 2021 | $53,000 | +341.7% | 980 | +322.4% | 0.01% | +350.0% |
| Q3 2021 | $12,000 | -7.7% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 232 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $12,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 232 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $11,000 | +10.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -9.1% | 232 | -18.6% | 0.00% | -20.0% |
| Q1 2020 | $11,000 | +120.0% | 285 | +213.2% | 0.01% | +150.0% |
| Q3 2019 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 91 | – | 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% |