WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,234,000 | +7.6% | 41,767 | 0.0% | 0.00% | – |
| Q3 2019 | $2,077,000 | -2.5% | 41,767 | 0.0% | 0.00% | – |
| Q2 2019 | $2,130,000 | +0.7% | 41,767 | 0.0% | 0.00% | – |
| Q1 2019 | $2,115,000 | +7.4% | 41,767 | -1.2% | 0.00% | – |
| Q4 2018 | $1,969,000 | -12.3% | 42,260 | 0.0% | 0.00% | – |
| Q3 2018 | $2,245,000 | +0.7% | 42,260 | 0.0% | 0.00% | – |
| Q2 2018 | $2,229,000 | -3.8% | 42,260 | 0.0% | 0.00% | – |
| Q1 2018 | $2,318,000 | -1.7% | 42,260 | 0.0% | 0.00% | – |
| Q4 2017 | $2,358,000 | +2.4% | 42,260 | 0.0% | 0.00% | – |
| Q3 2017 | $2,302,000 | +4.9% | 42,260 | 0.0% | 0.00% | – |
| Q2 2017 | $2,194,000 | +4.2% | 42,260 | -0.2% | 0.00% | – |
| Q1 2017 | $2,105,000 | +7158.6% | 42,334 | +6750.2% | 0.00% | – |
| Q4 2016 | $29,000 | -12.1% | 618 | -11.0% | 0.00% | – |
| Q3 2016 | $33,000 | +6.5% | 694 | 0.0% | 0.00% | – |
| Q2 2016 | $31,000 | – | 694 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |