WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 94 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $85,000 | -2.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | +2.4% | 1,610 | 0.0% | 0.01% | +18.2% |
| Q3 2021 | $85,000 | -3.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $88,000 | +3.5% | 1,610 | 0.0% | 0.01% | +120.0% |
| Q1 2021 | $85,000 | +3.7% | 1,610 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $82,000 | +12.3% | 1,610 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $73,000 | +2.8% | 1,610 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | +10.9% | 1,610 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $64,000 | -25.6% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $86,000 | +7.5% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $80,000 | -2.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $82,000 | 0.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $82,000 | +9.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $75,000 | -12.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $86,000 | +1.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | -3.4% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $88,000 | -2.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $90,000 | +2.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $88,000 | +4.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $84,000 | +5.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $80,000 | +6.7% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $75,000 | -1.3% | 1,610 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $76,000 | +5.6% | 1,610 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $72,000 | -2.7% | 1,610 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $74,000 | -1.3% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $75,000 | +2.7% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $73,000 | -11.0% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $82,000 | -1.2% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $83,000 | +3.8% | 1,610 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $80,000 | -4.8% | 1,610 | 0.0% | 0.01% | -14.3% |
| Q3 2014 | $84,000 | -6.7% | 1,610 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $90,000 | +2.3% | 1,610 | 0.0% | 0.01% | +14.3% |
| Q1 2014 | $88,000 | 0.0% | 1,610 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $88,000 | +6.0% | 1,610 | 0.0% | 0.01% | -20.0% |
| Q3 2013 | $83,000 | – | 1,610 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |