WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |