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 | $216,511 | -2.9% | 4,478 | +0.5% | 0.05% | -1.9% |
| Q2 2023 | $222,984 | -2.0% | 4,457 | -2.2% | 0.05% | -6.9% |
| Q1 2023 | $227,481 | +3.3% | 4,556 | -2.7% | 0.06% | -15.9% |
| Q4 2022 | $220,288 | -2.5% | 4,683 | -5.7% | 0.07% | -9.2% |
| Q2 2022 | $226,000 | -32.7% | 4,964 | -22.1% | 0.08% | -33.3% |
| Q1 2022 | $336,000 | -3.7% | 6,372 | -1.3% | 0.11% | +3.6% |
| Q4 2021 | $349,000 | 0.0% | 6,455 | -2.3% | 0.11% | -7.6% |
| Q3 2021 | $349,000 | -7.7% | 6,609 | -4.8% | 0.12% | -9.8% |
| Q2 2021 | $378,000 | -79.7% | 6,941 | -82.3% | 0.13% | -80.7% |
| Q1 2021 | $1,864,000 | +409.3% | 39,182 | +442.3% | 0.68% | +410.4% |
| Q4 2020 | $366,000 | +2.2% | 7,225 | -8.3% | 0.13% | -2.9% |
| Q3 2020 | $358,000 | 0.0% | 7,876 | -2.5% | 0.14% | -8.0% |
| Q2 2020 | $358,000 | +9.1% | 8,082 | -2.6% | 0.15% | -5.7% |
| Q1 2020 | $328,000 | -45.2% | 8,294 | -25.9% | 0.16% | -59.1% |
| Q4 2019 | $599,000 | – | 11,197 | – | 0.39% | – |
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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% |