WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 55 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $37,000 | +5.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $35,000 | +9.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $28,000 | -24.3% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $37,000 | +5.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $35,000 | -2.8% | 700 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $36,000 | +2.9% | 700 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $35,000 | +6.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -10.8% | 700 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $37,000 | 0.0% | 700 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $37,000 | -2.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $38,000 | +1800.0% | 700 | +1900.0% | 0.01% | +1000.0% |
| Q4 2013 | $2,000 | – | 35 | – | 0.00% | – |
Download | ||||||
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% |