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 | $429,484 | -2.3% | 8,883 | +1.1% | 0.02% | -4.3% |
| Q2 2023 | $439,543 | +3.0% | 8,786 | +2.4% | 0.02% | -4.2% |
| Q1 2023 | $426,800 | +18.2% | 8,582 | +11.8% | 0.02% | +4.3% |
| Q4 2022 | $361,139 | +13.6% | 7,677 | -3.0% | 0.02% | -4.2% |
| Q3 2022 | $318,000 | -4.2% | 7,918 | +8.2% | 0.02% | -17.2% |
| Q2 2022 | $332,000 | +57.3% | 7,315 | +82.7% | 0.03% | +81.2% |
| Q1 2022 | $211,000 | +955.0% | 4,004 | +967.7% | 0.02% | +220.0% |
| Q1 2018 | $20,000 | -4.8% | 375 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $21,000 | +5.0% | 375 | 0.0% | 0.01% | -33.3% |
| Q3 2017 | $20,000 | – | 375 | – | 0.01% | – |
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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% |