WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 123 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |