WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $873,000 | +34.3% | 16,034 | +28.1% | 0.01% | +25.0% |
| Q2 2017 | $650,000 | +31.3% | 12,516 | +25.7% | 0.00% | +33.3% |
| Q1 2017 | $495,000 | +2.5% | 9,955 | -4.3% | 0.00% | -25.0% |
| Q4 2016 | $483,000 | +66.0% | 10,405 | +64.0% | 0.00% | +33.3% |
| Q1 2016 | $291,000 | +6.2% | 6,345 | +7.9% | 0.00% | 0.0% |
| Q4 2015 | $274,000 | -24.7% | 5,878 | -26.6% | 0.00% | -25.0% |
| Q3 2015 | $364,000 | -19.3% | 8,007 | -9.4% | 0.00% | 0.0% |
| Q2 2015 | $451,000 | -37.9% | 8,840 | -37.0% | 0.00% | -50.0% |
| Q1 2015 | $726,000 | -33.3% | 14,023 | -36.2% | 0.01% | -33.3% |
| Q4 2014 | $1,089,000 | -14.2% | 21,965 | -9.6% | 0.01% | -20.0% |
| Q3 2014 | $1,269,000 | +29.2% | 24,292 | +38.5% | 0.02% | +25.0% |
| Q2 2014 | $982,000 | +238.6% | 17,537 | +230.6% | 0.01% | +200.0% |
| Q1 2014 | $290,000 | – | 5,305 | – | 0.00% | – |
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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% |