WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 58 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $102,000 | +70.0% | 2,194 | +72.3% | 0.00% | +50.0% |
| Q3 2016 | $60,000 | -10.4% | 1,273 | -14.7% | 0.00% | 0.0% |
| Q2 2016 | $67,000 | -53.1% | 1,493 | -52.0% | 0.00% | -66.7% |
| Q1 2016 | $143,000 | -3.4% | 3,112 | -2.1% | 0.01% | -14.3% |
| Q4 2015 | $148,000 | +80.5% | 3,180 | +77.2% | 0.01% | +16.7% |
| Q3 2015 | $82,000 | +30.2% | 1,795 | +44.3% | 0.01% | +50.0% |
| Q2 2015 | $63,000 | -8.7% | 1,244 | -6.5% | 0.00% | -20.0% |
| Q1 2015 | $69,000 | +86.5% | 1,330 | +78.8% | 0.01% | +25.0% |
| Q4 2014 | $37,000 | -19.6% | 744 | -16.3% | 0.00% | -33.3% |
| Q3 2014 | $46,000 | -2.1% | 889 | +5.3% | 0.01% | 0.0% |
| Q2 2014 | $47,000 | -48.9% | 844 | -50.0% | 0.01% | -14.3% |
| Q1 2014 | $92,000 | +100.0% | 1,688 | +100.0% | 0.01% | 0.0% |
| Q4 2013 | $46,000 | +21.1% | 844 | +13.4% | 0.01% | 0.0% |
| Q3 2013 | $38,000 | +11.8% | 744 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $34,000 | – | 744 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |