WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 86 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $893,000 | +7.2% | 17,638 | -3.8% | 0.01% | 0.0% |
| Q3 2020 | $833,000 | -8.2% | 18,326 | -10.6% | 0.01% | -63.2% |
| Q2 2020 | $907,000 | +11.6% | 20,488 | -0.4% | 0.04% | +2.7% |
| Q1 2020 | $813,000 | -93.0% | 20,579 | -90.5% | 0.04% | -90.4% |
| Q4 2019 | $11,564,000 | +7.3% | 216,224 | -0.2% | 0.39% | +3.5% |
| Q3 2019 | $10,775,000 | -4.1% | 216,714 | -1.6% | 0.37% | +6.0% |
| Q2 2019 | $11,239,000 | -2.2% | 220,327 | -2.9% | 0.35% | -4.1% |
| Q1 2019 | $11,486,000 | +11.2% | 226,859 | +2.3% | 0.37% | +1.7% |
| Q4 2018 | $10,330,000 | -11.9% | 221,667 | +0.4% | 0.36% | -0.8% |
| Q3 2018 | $11,729,000 | +5.3% | 220,768 | +4.6% | 0.36% | +2.2% |
| Q2 2018 | $11,135,000 | -2.8% | 211,098 | +1.1% | 0.36% | -3.5% |
| Q1 2018 | $11,453,000 | +1.1% | 208,776 | +2.8% | 0.37% | -1.6% |
| Q4 2017 | $11,323,000 | +8.2% | 202,999 | +5.6% | 0.38% | +1.1% |
| Q3 2017 | $10,467,000 | +5.1% | 192,193 | +0.2% | 0.37% | -2.1% |
| Q2 2017 | $9,958,000 | +1.6% | 191,871 | -2.6% | 0.38% | -5.0% |
| Q1 2017 | $9,799,000 | +11.4% | 197,037 | +3.9% | 0.40% | +7.3% |
| Q4 2016 | $8,796,000 | +7.2% | 189,570 | +8.8% | 0.37% | +8.5% |
| Q3 2016 | $8,204,000 | +14.0% | 174,292 | +8.4% | 0.34% | +12.1% |
| Q2 2016 | $7,194,000 | -0.2% | 160,769 | +2.1% | 0.31% | -1.0% |
| Q1 2016 | $7,210,000 | +495.4% | 157,450 | +505.8% | 0.31% | +494.2% |
| Q4 2015 | $1,211,000 | +20.1% | 25,989 | +17.2% | 0.05% | +18.2% |
| Q3 2015 | $1,008,000 | +8.4% | 22,183 | +21.7% | 0.04% | +22.2% |
| Q2 2015 | $930,000 | +3.1% | 18,227 | +4.6% | 0.04% | +5.9% |
| Q1 2015 | $902,000 | +31.1% | 17,422 | +25.5% | 0.03% | +30.8% |
| Q4 2014 | $688,000 | +26.9% | 13,878 | +33.8% | 0.03% | +23.8% |
| Q3 2014 | $542,000 | +56.2% | 10,375 | +67.4% | 0.02% | +61.5% |
| Q2 2014 | $347,000 | -8.0% | 6,196 | -10.2% | 0.01% | -13.3% |
| Q1 2014 | $377,000 | +4.4% | 6,903 | +4.1% | 0.02% | +7.1% |
| Q4 2013 | $361,000 | +14.6% | 6,629 | +8.8% | 0.01% | +7.7% |
| Q3 2013 | $315,000 | +94.4% | 6,094 | +73.6% | 0.01% | +85.7% |
| Q2 2013 | $162,000 | – | 3,510 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |