WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 94 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $248,000 | -18.7% | 4,558 | -24.8% | 0.03% | -19.0% |
| Q2 2017 | $305,000 | +11.7% | 6,058 | +10.4% | 0.04% | +7.7% |
| Q1 2017 | $273,000 | +7.1% | 5,488 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $255,000 | -22.0% | 5,488 | -21.5% | 0.04% | -22.0% |
| Q3 2016 | $327,000 | +4.1% | 6,988 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $314,000 | -1.9% | 6,988 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $320,000 | -1.8% | 6,988 | 0.0% | 0.05% | +2.0% |
| Q4 2015 | $326,000 | +2.8% | 6,988 | 0.0% | 0.05% | +2.1% |
| Q3 2015 | $317,000 | -11.2% | 6,988 | 0.0% | 0.05% | -7.7% |
| Q2 2015 | $357,000 | -14.0% | 6,988 | -12.8% | 0.05% | -11.9% |
| Q1 2015 | $415,000 | +73.6% | 8,013 | +66.0% | 0.06% | +68.6% |
| Q4 2014 | $239,000 | -5.5% | 4,828 | -0.4% | 0.04% | -5.4% |
| Q3 2014 | $253,000 | -6.6% | 4,848 | 0.0% | 0.04% | -7.5% |
| Q2 2014 | $271,000 | – | 4,848 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |