WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $294,000 | -31.0% | 7,747 | -2.0% | 0.01% | -14.3% |
| Q4 2019 | $426,000 | +8.4% | 7,902 | 0.0% | 0.01% | -50.0% |
| Q3 2019 | $393,000 | -11.3% | 7,902 | -8.9% | 0.01% | -12.5% |
| Q2 2019 | $443,000 | +0.9% | 8,675 | 0.0% | 0.02% | -11.1% |
| Q1 2019 | $439,000 | +6171.4% | 8,675 | +5496.8% | 0.02% | – |
| Q4 2018 | $7,000 | -12.5% | 155 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 155 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 155 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 155 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $9,000 | -47.1% | 155 | -50.0% | 0.00% | 0.0% |
| Q3 2017 | $17,000 | – | 310 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 245,609 | $10,873,000 | 6.35% |
| MOLLER WEALTH PARTNERS | 185,658 | $8,219,000 | 3.59% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 752,765 | $33,325,000 | 2.36% |
| M Holdings Securities, Inc. | 291,585 | $12,908,000 | 2.31% |
| STRINGER ASSET MANAGEMENT, LLC | 43,112 | $1,909,000 | 2.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 76,609 | $3,391,000 | 1.99% |
| PLIMOTH TRUST CO LLC | 95,279 | $4,218,000 | 1.50% |
| Pinnacle Wealth Planning Services, Inc. | 108,028 | $4,571,000 | 1.48% |
| JFS WEALTH ADVISORS, LLC | 97,846 | $4,332,000 | 1.12% |
| MISSION WEALTH MANAGEMENT, LP | 189,813 | $8,403,000 | 0.72% |