WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |