WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,397,000 | +8.4% | 63,517 | +0.8% | 0.64% | +6.7% |
| Q3 2019 | $3,134,000 | -4.5% | 63,032 | -2.1% | 0.60% | -14.5% |
| Q2 2019 | $3,283,000 | +35.4% | 64,354 | +34.4% | 0.70% | +35.1% |
| Q1 2019 | $2,425,000 | +9.4% | 47,899 | +0.7% | 0.52% | -6.4% |
| Q4 2018 | $2,217,000 | +113.0% | 47,576 | +142.7% | 0.55% | +152.3% |
| Q3 2018 | $1,041,000 | -80.2% | 19,602 | -79.6% | 0.22% | -76.3% |
| Q1 2018 | $5,262,000 | – | 95,914 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |