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, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |