WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $11,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $11,000 | – | 200 | – | 0.01% | – |
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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% |