WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 81 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $257,000 | -7.6% | 4,869 | -4.0% | 0.07% | -7.8% |
| Q1 2018 | $278,000 | -5.4% | 5,074 | -3.9% | 0.08% | +1.3% |
| Q4 2017 | $294,000 | +0.3% | 5,279 | -2.0% | 0.08% | -5.0% |
| Q3 2017 | $293,000 | +10.2% | 5,384 | +5.2% | 0.08% | +6.7% |
| Q2 2017 | $266,000 | -90.1% | 5,120 | -91.1% | 0.08% | -90.4% |
| Q1 2017 | $2,677,000 | 0.0% | 57,686 | 0.0% | 0.78% | +1.0% |
| Q4 2016 | $2,677,000 | -3.3% | 57,686 | -1.9% | 0.77% | -3.0% |
| Q3 2016 | $2,768,000 | +0.7% | 58,811 | -4.2% | 0.79% | -3.4% |
| Q2 2016 | $2,748,000 | -3.6% | 61,411 | -1.3% | 0.82% | -4.5% |
| Q1 2016 | $2,850,000 | -5.0% | 62,231 | -3.3% | 0.86% | -2.4% |
| Q4 2015 | $3,000,000 | +8.1% | 64,381 | +5.4% | 0.88% | +4.4% |
| Q3 2015 | $2,776,000 | – | 61,111 | – | 0.84% | – |
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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% |