WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 81 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $492,000 | -63.2% | 10,930 | -62.5% | 0.01% | -66.7% |
| Q1 2016 | $1,336,000 | -41.4% | 29,176 | -40.3% | 0.02% | -42.3% |
| Q4 2015 | $2,278,000 | -8.1% | 48,892 | -10.4% | 0.03% | -13.3% |
| Q3 2015 | $2,479,000 | -32.4% | 54,575 | -24.0% | 0.03% | -28.6% |
| Q2 2015 | $3,667,000 | +1453.8% | 71,841 | +1543.6% | 0.04% | +1300.0% |
| Q1 2015 | $236,000 | -45.4% | 4,371 | -49.8% | 0.00% | 0.0% |
| Q4 2014 | $432,000 | +91.2% | 8,704 | +101.5% | 0.00% | -25.0% |
| Q3 2014 | $226,000 | -12.1% | 4,319 | -8.2% | 0.00% | -20.0% |
| Q1 2014 | $257,000 | – | 4,703 | – | 0.01% | – |
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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% |