WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 55 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $886,000 | +338.6% | 19,103 | +344.3% | 0.02% | +340.0% |
| Q3 2016 | $202,000 | -48.1% | 4,300 | -50.5% | 0.01% | -37.5% |
| Q2 2016 | $389,000 | +77.6% | 8,686 | +80.4% | 0.01% | +100.0% |
| Q3 2015 | $219,000 | -14.1% | 4,815 | +3.3% | 0.00% | +33.3% |
| Q1 2014 | $255,000 | -68.8% | 4,661 | -70.5% | 0.00% | -70.0% |
| Q3 2013 | $818,000 | – | 15,815 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 188,595 | $10,020,000 | 7.73% |
| STRINGER ASSET MANAGEMENT, LLC | 117,715 | $6,254,000 | 4.91% |
| TMD & ASSOCIATES, INC | 117,129 | $6,223,000 | 4.44% |
| Parsec Financial Management, Inc. | 1,016,354 | $53,999,000 | 3.41% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 686,922 | $36,496,000 | 3.28% |
| Pinnacle Wealth Planning Services, Inc. | 53,508 | $2,843,000 | 2.60% |
| Avestar Capital, LLC | 82,730 | $4,364,000 | 2.52% |
| PLIMOTH TRUST CO LLC | 109,472 | $5,816,000 | 1.88% |
| MOLLER WEALTH PARTNERS | 80,500 | $4,277,000 | 1.87% |
| MISSION WEALTH MANAGEMENT, LP | 217,425 | $11,552,000 | 1.52% |