WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |