WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |