WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 27 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686,334 | +689.4% | 37,192 | +714.7% | 0.00% | – |
| Q1 2023 | $213,622 | +2.2% | 4,565 | +11.9% | 0.00% | – |
| Q1 2022 | $209,000 | -72.9% | 4,081 | -73.5% | 0.00% | – |
| Q4 2021 | $770,000 | +91.5% | 15,400 | +79.3% | 0.00% | – |
| Q3 2021 | $402,000 | -24.4% | 8,589 | -38.0% | 0.00% | – |
| Q2 2020 | $532,000 | +73.3% | 13,858 | +54.1% | 0.00% | – |
| Q1 2020 | $307,000 | -37.7% | 8,995 | -11.8% | 0.00% | – |
| Q4 2019 | $493,000 | -30.4% | 10,195 | -33.3% | 0.00% | – |
| Q2 2019 | $708,000 | +26.2% | 15,288 | +26.9% | 0.00% | – |
| Q3 2018 | $561,000 | -75.3% | 12,046 | -75.7% | 0.00% | -100.0% |
| Q2 2018 | $2,272,000 | +411.7% | 49,618 | +419.6% | 0.00% | – |
| Q1 2018 | $444,000 | +14.7% | 9,550 | +11.7% | 0.00% | – |
| Q2 2017 | $387,000 | -74.5% | 8,553 | -74.6% | 0.00% | -100.0% |
| Q1 2017 | $1,515,000 | -70.4% | 33,709 | -74.1% | 0.00% | -50.0% |
| Q4 2015 | $5,122,000 | -8.1% | 130,225 | -10.2% | 0.00% | 0.0% |
| Q3 2015 | $5,576,000 | +341.8% | 145,057 | +399.1% | 0.00% | +100.0% |
| Q2 2015 | $1,262,000 | +104.2% | 29,062 | +108.4% | 0.00% | – |
| Q1 2015 | $618,000 | -72.2% | 13,944 | -72.5% | 0.00% | -100.0% |
| Q4 2014 | $2,224,000 | -4.5% | 50,625 | +0.8% | 0.00% | 0.0% |
| Q3 2014 | $2,329,000 | -55.6% | 50,226 | -54.5% | 0.00% | -50.0% |
| Q1 2014 | $5,247,000 | +1277.2% | 110,478 | +1287.6% | 0.00% | – |
| Q4 2013 | $381,000 | -67.2% | 7,962 | -68.6% | 0.00% | -100.0% |
| Q3 2013 | $1,161,000 | +164.5% | 25,350 | +142.7% | 0.00% | – |
| Q2 2013 | $439,000 | – | 10,443 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joseph Group Capital Management | 219,272 | $10,084,000 | 10.10% |
| Legacy Wealth Planning, LLC | 146,777 | $6,750,000 | 9.68% |
| Urban Wealth Management, LLC | 750 | $34,000 | 0.11% |
| Asset Dedication, LLC | 13,843 | $636,000 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,545 | $1,267,000 | 0.07% |
| LPL Financial LLC | 100,606 | $4,627,000 | 0.00% |
| Parallel Advisors, LLC | 1,642 | $76,000 | 0.00% |
| Private Advisor Group, LLC | 5,237 | $241,000 | 0.00% |
| American Portfolios Advisors | 848 | $39,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,227 | $332,000 | 0.00% |