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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $21,000 | +10.5% | 411 | 0.0% | 0.00% | – |
| Q4 2018 | $19,000 | -78.9% | 411 | -75.8% | 0.00% | -100.0% |
| Q3 2018 | $90,000 | +1.1% | 1,696 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $89,000 | -4.3% | 1,696 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $93,000 | +14.8% | 1,696 | +16.3% | 0.00% | 0.0% |
| Q4 2017 | $81,000 | – | 1,458 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |