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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,765 | -3.4% | 2,415 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $120,822 | +0.6% | 2,415 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $120,098 | +105249.1% | 2,415 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $114 | -99.9% | 2,415 | 0.0% | 0.05% | +6.2% |
| Q3 2022 | $97,000 | -11.8% | 2,415 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $110,000 | -13.4% | 2,415 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $127,000 | -8.6% | 2,415 | -5.8% | 0.05% | -12.3% |
| Q4 2021 | $139,000 | +2.2% | 2,565 | 0.0% | 0.06% | -3.4% |
| Q3 2021 | $136,000 | -2.9% | 2,565 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $140,000 | +3.7% | 2,565 | 0.0% | 0.06% | -6.1% |
| Q1 2021 | $135,000 | +3.8% | 2,565 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $130,000 | +11.1% | 2,565 | 0.0% | 0.07% | +1.5% |
| Q3 2020 | $117,000 | +2.6% | 2,565 | 0.0% | 0.07% | -10.8% |
| Q2 2020 | $114,000 | +4.6% | 2,565 | -6.9% | 0.07% | -12.9% |
| Q1 2020 | $109,000 | -25.9% | 2,755 | 0.0% | 0.08% | -10.5% |
| Q4 2019 | $147,000 | +7.3% | 2,755 | 0.0% | 0.10% | -2.1% |
| Q3 2019 | $137,000 | +1270.0% | 2,755 | +1350.0% | 0.10% | +1112.5% |
| Q2 2019 | $10,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 190 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | – | 190 | – | 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% |