WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 67 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $1,125,000 | -17.0% | 24,748 | -19.1% | 0.31% | -21.5% |
Q2 2020 | $1,355,000 | -5.8% | 30,602 | -16.0% | 0.40% | -22.5% |
Q1 2020 | $1,439,000 | -58.7% | 36,447 | -44.0% | 0.52% | -46.4% |
Q4 2019 | $3,481,000 | +4.3% | 65,097 | -3.0% | 0.96% | +8.5% |
Q3 2019 | $3,337,000 | -7.9% | 67,117 | -5.5% | 0.89% | -7.8% |
Q2 2019 | $3,624,000 | -6.6% | 71,047 | -7.3% | 0.96% | -11.0% |
Q1 2019 | $3,881,000 | +0.1% | 76,647 | -7.9% | 1.08% | -8.2% |
Q4 2018 | $3,878,000 | -32.3% | 83,227 | -22.8% | 1.18% | -20.1% |
Q3 2018 | $5,726,000 | -2.1% | 107,767 | -2.8% | 1.47% | -4.2% |
Q2 2018 | $5,847,000 | -4.4% | 110,847 | -0.5% | 1.54% | -4.1% |
Q1 2018 | $6,113,000 | -1.9% | 111,420 | -0.3% | 1.60% | +2.2% |
Q4 2017 | $6,233,000 | +1.8% | 111,740 | -0.6% | 1.57% | -3.4% |
Q3 2017 | $6,123,000 | +12.6% | 112,440 | +7.3% | 1.62% | +8.9% |
Q2 2017 | $5,439,000 | +49.3% | 104,800 | +43.1% | 1.49% | +43.4% |
Q1 2017 | $3,643,000 | +9.1% | 73,255 | +1.8% | 1.04% | +6.1% |
Q4 2016 | $3,339,000 | +1.0% | 71,965 | +2.4% | 0.98% | -1.7% |
Q3 2016 | $3,307,000 | +9.0% | 70,265 | +3.6% | 1.00% | +4.7% |
Q2 2016 | $3,034,000 | +9.3% | 67,810 | +11.8% | 0.95% | +3.8% |
Q1 2016 | $2,777,000 | +0.2% | 60,650 | +2.0% | 0.92% | -3.6% |
Q4 2015 | $2,771,000 | +87.4% | 59,480 | +82.7% | 0.95% | +80.5% |
Q3 2015 | $1,479,000 | +1.2% | 32,565 | +13.7% | 0.53% | +7.3% |
Q2 2015 | $1,462,000 | +2.6% | 28,635 | +4.1% | 0.49% | +8.4% |
Q1 2015 | $1,425,000 | – | 27,512 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |