WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 81 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $25,000 | 0.0% | 530 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $25,000 | +4.2% | 530 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $24,000 | 0.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $24,000 | -4.0% | 530 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $25,000 | +4.2% | 530 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $24,000 | -11.1% | 530 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $27,000 | +170.0% | 530 | +165.0% | 0.00% | +300.0% |
| Q1 2015 | $10,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |