WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 59 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |