WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. 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 | 245,609 | $10,873,000 | 6.35% |
| MOLLER WEALTH PARTNERS | 185,658 | $8,219,000 | 3.59% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 752,765 | $33,325,000 | 2.36% |
| M Holdings Securities, Inc. | 291,585 | $12,908,000 | 2.31% |
| STRINGER ASSET MANAGEMENT, LLC | 43,112 | $1,909,000 | 2.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 76,609 | $3,391,000 | 1.99% |
| PLIMOTH TRUST CO LLC | 95,279 | $4,218,000 | 1.50% |
| Pinnacle Wealth Planning Services, Inc. | 108,028 | $4,571,000 | 1.48% |
| JFS WEALTH ADVISORS, LLC | 97,846 | $4,332,000 | 1.12% |
| MISSION WEALTH MANAGEMENT, LP | 189,813 | $8,403,000 | 0.72% |