WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 125 filers reported holding WISDOMTREE TR in Q1 2019. 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 | 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% |