WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 84 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $216,000 | -4.4% | 4,257 | 0.0% | 0.02% | -8.7% |
| Q3 2018 | $226,000 | +0.4% | 4,257 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $225,000 | -3.0% | 4,257 | 0.0% | 0.02% | -17.2% |
| Q1 2018 | $232,000 | -2.1% | 4,257 | 0.0% | 0.03% | +3.6% |
| Q4 2017 | $237,000 | +2.2% | 4,257 | 0.0% | 0.03% | -3.4% |
| Q3 2017 | $232,000 | -0.9% | 4,257 | -5.5% | 0.03% | -3.3% |
| Q2 2017 | $234,000 | -8.6% | 4,505 | -12.6% | 0.03% | -14.3% |
| Q1 2017 | $256,000 | -47.3% | 5,157 | -50.8% | 0.04% | -51.4% |
| Q4 2016 | $486,000 | -1.4% | 10,472 | 0.0% | 0.07% | -6.5% |
| Q3 2016 | $493,000 | +5.1% | 10,472 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $469,000 | -5.3% | 10,472 | -3.1% | 0.08% | -7.3% |
| Q1 2016 | $495,000 | -39.0% | 10,812 | -38.0% | 0.08% | -41.4% |
| Q4 2015 | $812,000 | – | 17,435 | – | 0.14% | – |
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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% |