WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 94 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,482,000 | +3.1% | 48,650 | +2.3% | 1.70% | -3.1% |
| Q1 2019 | $2,407,000 | -30.9% | 47,536 | -36.4% | 1.75% | -36.6% |
| Q4 2018 | $3,481,000 | -44.1% | 74,697 | -36.2% | 2.76% | -37.7% |
| Q3 2018 | $6,223,000 | +11.1% | 117,129 | +10.3% | 4.44% | +1.8% |
| Q2 2018 | $5,600,000 | -3.8% | 106,152 | +0.1% | 4.36% | -13.3% |
| Q1 2018 | $5,820,000 | +2.7% | 106,096 | +4.4% | 5.03% | -3.3% |
| Q4 2017 | $5,667,000 | +34.9% | 101,590 | +31.7% | 5.20% | +33.9% |
| Q3 2017 | $4,201,000 | +5.5% | 77,147 | +0.5% | 3.89% | +2.6% |
| Q2 2017 | $3,983,000 | +1.5% | 76,745 | -2.7% | 3.79% | +5.0% |
| Q1 2017 | $3,923,000 | +10.3% | 78,885 | +2.9% | 3.60% | +16.7% |
| Q4 2016 | $3,558,000 | +339.3% | 76,685 | +345.8% | 3.09% | +334.5% |
| Q3 2016 | $810,000 | -23.5% | 17,200 | -27.3% | 0.71% | -24.1% |
| Q2 2016 | $1,059,000 | -8.3% | 23,670 | -6.1% | 0.94% | -18.1% |
| Q1 2016 | $1,155,000 | -34.6% | 25,220 | -33.5% | 1.14% | -29.3% |
| Q4 2015 | $1,766,000 | – | 37,911 | – | 1.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |