WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q2 2020. 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% | – |
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% |