WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 86 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $257,000 | -35.9% | 5,794 | -43.0% | 0.02% | -44.7% |
| Q1 2020 | $401,000 | -71.4% | 10,164 | -61.2% | 0.04% | -64.8% |
| Q4 2019 | $1,400,000 | +3.6% | 26,185 | -3.6% | 0.11% | -6.1% |
| Q3 2019 | $1,351,000 | +1.9% | 27,175 | +4.5% | 0.12% | -5.0% |
| Q2 2019 | $1,326,000 | +1.8% | 25,999 | +1.1% | 0.12% | -1.6% |
| Q1 2019 | $1,302,000 | +9.6% | 25,723 | +0.9% | 0.12% | -3.9% |
| Q4 2018 | $1,188,000 | -28.2% | 25,494 | -18.1% | 0.13% | -26.9% |
| Q3 2018 | $1,654,000 | +1.0% | 31,126 | +0.3% | 0.18% | -5.4% |
| Q2 2018 | $1,637,000 | -2.2% | 31,041 | +1.8% | 0.18% | -4.1% |
| Q1 2018 | $1,673,000 | -1.2% | 30,504 | +0.4% | 0.19% | -0.5% |
| Q4 2017 | $1,694,000 | +4.2% | 30,370 | +1.7% | 0.19% | -1.5% |
| Q3 2017 | $1,626,000 | +14.5% | 29,854 | +9.1% | 0.20% | +9.4% |
| Q2 2017 | $1,420,000 | +23.6% | 27,364 | +18.4% | 0.18% | +19.2% |
| Q1 2017 | $1,149,000 | +134.0% | 23,108 | +118.2% | 0.15% | +86.4% |
| Q4 2016 | $491,000 | -1.4% | 10,588 | 0.0% | 0.08% | -10.0% |
| Q3 2016 | $498,000 | +5.1% | 10,588 | 0.0% | 0.09% | +11.1% |
| Q2 2016 | $474,000 | -2.3% | 10,588 | 0.0% | 0.08% | -14.7% |
| Q1 2016 | $485,000 | -3.0% | 10,588 | -1.3% | 0.10% | -9.5% |
| Q4 2015 | $500,000 | -22.0% | 10,731 | -23.9% | 0.10% | -26.1% |
| Q3 2015 | $641,000 | -26.4% | 14,106 | -17.3% | 0.14% | -17.4% |
| Q2 2015 | $871,000 | -10.2% | 17,066 | -8.9% | 0.17% | -6.0% |
| Q1 2015 | $970,000 | -3.7% | 18,732 | -7.8% | 0.18% | -30.7% |
| Q4 2014 | $1,007,000 | -9.9% | 20,308 | -5.0% | 0.26% | -18.8% |
| Q3 2014 | $1,118,000 | -99.9% | 21,388 | -26.1% | 0.32% | -32.0% |
| Q2 2014 | $1,620,000,000 | +251062.8% | 28,933 | +145.2% | 0.48% | +128.7% |
| Q1 2014 | $645,000 | -0.8% | 11,800 | -1.1% | 0.21% | -0.9% |
| Q4 2013 | $650,000 | – | 11,930 | – | 0.21% | – |
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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% |