WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $2,795,000 | +5.6% | 52,422 | -1.5% | 0.02% | 0.0% |
Q3 2019 | $2,648,000 | +20.7% | 53,243 | +23.8% | 0.02% | +12.5% |
Q2 2019 | $2,193,000 | -16.9% | 43,001 | -17.6% | 0.02% | -20.0% |
Q1 2019 | $2,640,000 | -15.2% | 52,160 | -22.0% | 0.02% | -28.6% |
Q4 2018 | $3,115,000 | -8.7% | 66,848 | +4.1% | 0.03% | -3.4% |
Q3 2018 | $3,412,000 | +17.7% | 64,232 | +21.6% | 0.03% | +7.4% |
Q2 2018 | $2,898,000 | 0.0% | 52,836 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $2,898,000 | +22.8% | 52,836 | +24.8% | 0.03% | +17.4% |
Q4 2017 | $2,360,000 | +19.2% | 42,332 | +16.5% | 0.02% | +9.5% |
Q3 2017 | $1,980,000 | +53.3% | 36,349 | +46.0% | 0.02% | +40.0% |
Q2 2017 | $1,292,000 | +6.5% | 24,895 | +2.0% | 0.02% | 0.0% |
Q1 2017 | $1,213,000 | +24.9% | 24,406 | +16.7% | 0.02% | +7.1% |
Q4 2016 | $971,000 | +80.1% | 20,920 | +82.8% | 0.01% | +75.0% |
Q3 2016 | $539,000 | +80.3% | 11,445 | +70.5% | 0.01% | +60.0% |
Q2 2016 | $299,000 | -3.5% | 6,711 | -1.2% | 0.01% | 0.0% |
Q1 2016 | $310,000 | +36.6% | 6,795 | +38.4% | 0.01% | +25.0% |
Q4 2015 | $227,000 | -2.2% | 4,910 | -4.1% | 0.00% | -20.0% |
Q3 2015 | $232,000 | -42.7% | 5,122 | -35.3% | 0.01% | -28.6% |
Q2 2015 | $405,000 | +151.6% | 7,922 | +154.0% | 0.01% | +133.3% |
Q1 2015 | $161,000 | +24.8% | 3,119 | +20.1% | 0.00% | 0.0% |
Q4 2014 | $129,000 | +892.3% | 2,596 | +918.0% | 0.00% | – |
Q3 2014 | $13,000 | -7.1% | 255 | 0.0% | 0.00% | – |
Q2 2014 | $14,000 | 0.0% | 255 | 0.0% | 0.00% | – |
Q1 2014 | $14,000 | -70.8% | 255 | -70.9% | 0.00% | -100.0% |
Q4 2013 | $48,000 | -95.0% | 875 | -37.9% | 0.00% | -97.0% |
Q3 2013 | $964,000 | -7.8% | 1,409 | -93.8% | 0.03% | -10.8% |
Q2 2013 | $1,045,000 | – | 22,612 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |