WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 55 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $561,000 | +12.2% | 12,665 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $500,000 | -26.1% | 12,665 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $677,000 | +7.5% | 12,665 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $630,000 | -2.5% | 12,665 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $646,000 | +0.8% | 12,665 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $641,000 | -9.1% | 12,665 | -6.8% | 0.01% | -18.8% |
| Q2 2017 | $705,000 | +3.5% | 13,585 | -0.8% | 0.02% | 0.0% |
| Q1 2017 | $681,000 | -29.0% | 13,695 | -33.7% | 0.02% | -30.4% |
| Q4 2016 | $959,000 | -41.8% | 20,661 | -41.0% | 0.02% | -43.9% |
| Q3 2016 | $1,648,000 | +5.0% | 35,011 | -0.1% | 0.04% | +2.5% |
| Q2 2016 | $1,569,000 | -18.1% | 35,051 | -16.2% | 0.04% | -20.0% |
| Q1 2016 | $1,915,000 | -25.8% | 41,811 | -24.5% | 0.05% | -29.6% |
| Q4 2015 | $2,580,000 | -37.1% | 55,381 | -38.7% | 0.07% | -40.8% |
| Q3 2015 | $4,102,000 | -15.4% | 90,321 | -4.9% | 0.12% | -8.4% |
| Q2 2015 | $4,846,000 | -6.7% | 94,953 | -5.3% | 0.13% | +21.3% |
| Q1 2015 | $5,194,000 | -7.0% | 100,273 | -11.0% | 0.11% | -6.9% |
| Q4 2014 | $5,587,000 | -7.2% | 112,671 | -2.2% | 0.12% | -9.4% |
| Q3 2014 | $6,022,000 | -4.6% | 115,229 | +2.2% | 0.13% | -3.0% |
| Q2 2014 | $6,315,000 | +5.7% | 112,792 | +3.2% | 0.13% | +2.3% |
| Q1 2014 | $5,973,000 | +7.3% | 109,252 | +6.9% | 0.13% | +5.7% |
| Q4 2013 | $5,566,000 | +10.5% | 102,202 | +4.9% | 0.12% | +3.4% |
| Q3 2013 | $5,039,000 | +4.8% | 97,462 | -6.8% | 0.12% | +1.7% |
| Q2 2013 | $4,810,000 | +9.8% | 104,525 | +14.7% | 0.12% | +5.5% |
| Q1 2013 | $4,380,000 | +25.6% | 91,108 | +21.5% | 0.11% | +11.1% |
| Q4 2012 | $3,486,000 | – | 75,011 | – | 0.10% | – |
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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% |