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 2023 | $246 | -21.4% | 4,841 | -23.0% | 0.13% | -29.4% |
| Q1 2023 | $313 | +9.1% | 6,288 | +3.1% | 0.18% | -14.3% |
| Q4 2022 | $287 | -99.9% | 6,100 | 0.0% | 0.21% | +8.8% |
| Q3 2022 | $245,000 | -13.4% | 6,100 | -0.0% | 0.19% | +1.0% |
| Q2 2022 | $283,000 | -10.4% | 6,102 | +1.8% | 0.19% | -9.9% |
| Q1 2022 | $316,000 | -2.5% | 5,992 | -0.2% | 0.21% | -3.6% |
| Q4 2021 | $324,000 | -6.1% | 6,003 | -7.9% | 0.22% | -16.0% |
| Q3 2021 | $345,000 | -6.8% | 6,519 | -3.9% | 0.26% | -21.1% |
| Q2 2021 | $370,000 | +5.1% | 6,787 | +1.2% | 0.33% | +2.5% |
| Q1 2021 | $352,000 | – | 6,707 | – | 0.32% | – |
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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% |