WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,852 | +0.6% | 35,302 | +4.1% | 0.58% | +2.3% |
| Q2 2023 | $1,696,367 | +1.6% | 33,907 | +1.0% | 0.56% | -7.7% |
| Q1 2023 | $1,669,635 | +34.4% | 33,574 | +8.5% | 0.61% | +3.7% |
| Q4 2022 | $1,241,960 | -0.0% | 30,933 | 0.0% | 0.59% | +0.5% |
| Q3 2022 | $1,242,000 | -12.9% | 30,933 | -1.5% | 0.58% | -24.4% |
| Q2 2022 | $1,426,000 | -14.7% | 31,390 | -1.0% | 0.77% | -7.1% |
| Q1 2022 | $1,672,000 | -21.8% | 31,694 | -19.8% | 0.83% | -22.3% |
| Q4 2021 | $2,137,000 | +9.2% | 39,516 | +6.8% | 1.07% | -3.3% |
| Q3 2021 | $1,957,000 | -0.5% | 37,015 | +3.8% | 1.11% | +0.7% |
| Q2 2021 | $1,966,000 | +270.9% | 35,646 | +253.9% | 1.10% | +214.9% |
| Q1 2021 | $530,000 | +146.5% | 10,072 | +137.0% | 0.35% | +118.1% |
| Q4 2020 | $215,000 | +85.3% | 4,249 | +44.7% | 0.16% | +34.5% |
| Q1 2020 | $116,000 | – | 2,936 | – | 0.12% | – |
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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% |