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 | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |