WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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, 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% |