WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 58 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $48,000 | -80.7% | 925 | -79.2% | 0.02% | -83.1% |
| Q2 2014 | $249,000 | +87.2% | 4,456 | +83.1% | 0.09% | +58.9% |
| Q1 2014 | $133,000 | +95.6% | 2,433 | +95.7% | 0.06% | +43.6% |
| Q4 2013 | $68,000 | +83.8% | 1,243 | +71.4% | 0.04% | +77.3% |
| Q3 2013 | $37,000 | +12.1% | 725 | 0.0% | 0.02% | +22.2% |
| Q2 2013 | $33,000 | – | 725 | – | 0.02% | – |
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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% |