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 | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |