WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 84 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,005,000 | -15.4% | 18,801 | -21.3% | 0.03% | -19.0% |
| Q3 2019 | $1,188,000 | +24.3% | 23,886 | +27.5% | 0.04% | +27.3% |
| Q2 2019 | $956,000 | +7.3% | 18,736 | +6.6% | 0.03% | +6.5% |
| Q1 2019 | $891,000 | +11.8% | 17,569 | +3.1% | 0.03% | 0.0% |
| Q4 2018 | $797,000 | -59.6% | 17,048 | -54.0% | 0.03% | -54.4% |
| Q3 2018 | $1,971,000 | +1.0% | 37,079 | +0.3% | 0.07% | -8.1% |
| Q2 2018 | $1,952,000 | -0.6% | 36,978 | +3.2% | 0.07% | -2.6% |
| Q1 2018 | $1,964,000 | +11.0% | 35,848 | +13.1% | 0.08% | +8.6% |
| Q4 2017 | $1,769,000 | +0.6% | 31,698 | -2.0% | 0.07% | -7.9% |
| Q3 2017 | $1,759,000 | +22.9% | 32,353 | +17.5% | 0.08% | +18.8% |
| Q2 2017 | $1,431,000 | +203.8% | 27,538 | +190.9% | 0.06% | +166.7% |
| Q1 2017 | $471,000 | -30.1% | 9,467 | -34.8% | 0.02% | -29.4% |
| Q4 2016 | $674,000 | 0.0% | 14,525 | +1.4% | 0.03% | -5.6% |
| Q3 2016 | $674,000 | +3.4% | 14,323 | -1.5% | 0.04% | 0.0% |
| Q2 2016 | $652,000 | +60.6% | 14,539 | +64.0% | 0.04% | +56.5% |
| Q1 2016 | $406,000 | – | 8,864 | – | 0.02% | – |
Download | ||||||
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% |