WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 86 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $88,000 | +4.8% | 1,687 | 0.0% | 0.02% | -9.1% |
| Q1 2017 | $84,000 | -30.6% | 1,687 | -35.5% | 0.02% | -26.7% |
| Q4 2016 | $121,000 | -42.9% | 2,617 | -41.8% | 0.03% | -43.4% |
| Q3 2016 | $212,000 | +5.5% | 4,497 | +0.3% | 0.05% | -1.9% |
| Q2 2016 | $201,000 | -1.0% | 4,483 | +1.1% | 0.05% | -8.5% |
| Q1 2016 | $203,000 | +5.7% | 4,435 | +7.4% | 0.06% | +3.5% |
| Q4 2015 | $192,000 | +2.7% | 4,128 | +0.4% | 0.06% | -3.4% |
| Q3 2015 | $187,000 | -10.5% | 4,112 | +0.4% | 0.06% | +1.7% |
| Q2 2015 | $209,000 | +140.2% | 4,096 | +143.1% | 0.06% | +141.7% |
| Q1 2015 | $87,000 | +625.0% | 1,685 | +617.0% | 0.02% | +1100.0% |
| Q4 2014 | $12,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -7.7% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | 0.0% | 235 | +0.4% | 0.00% | -33.3% |
| Q1 2014 | $13,000 | -55.2% | 234 | -56.4% | 0.00% | -25.0% |
| Q4 2013 | $29,000 | +3.6% | 537 | +0.4% | 0.00% | 0.0% |
| Q3 2013 | $28,000 | +12.0% | 535 | +0.4% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 533 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 364,893 | $19,602,026 | 5.66% |
| Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
| LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
| Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
| MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
| Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
| Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
| TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
| Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
| PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |