WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $69,000 | -26.6% | 1,758 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $94,000 | +8.0% | 1,758 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $87,000 | -3.3% | 1,758 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $90,000 | +1.1% | 1,758 | 0.0% | 0.02% | +4.2% |
| Q1 2019 | $89,000 | +8.5% | 1,758 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $82,000 | -11.8% | 1,758 | 0.0% | 0.02% | -7.7% |
| Q3 2018 | $93,000 | 0.0% | 1,758 | 0.0% | 0.03% | -10.3% |
| Q2 2018 | $93,000 | -3.1% | 1,758 | 0.0% | 0.03% | -6.5% |
| Q1 2018 | $96,000 | -2.0% | 1,758 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $98,000 | +2.1% | 1,758 | 0.0% | 0.03% | -5.9% |
| Q3 2017 | $96,000 | +5.5% | 1,758 | 0.0% | 0.03% | +3.0% |
| Q2 2017 | $91,000 | +4.6% | 1,758 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $87,000 | +6.1% | 1,758 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $82,000 | +43.9% | 1,758 | +45.9% | 0.03% | +36.0% |
| Q3 2016 | $57,000 | +5.6% | 1,205 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $54,000 | -1.8% | 1,205 | 0.0% | 0.02% | -7.4% |
| Q1 2016 | $55,000 | -1.8% | 1,205 | 0.0% | 0.03% | -6.9% |
| Q4 2015 | $56,000 | +1.8% | 1,205 | 0.0% | 0.03% | -3.3% |
| Q3 2015 | $55,000 | -11.3% | 1,205 | 0.0% | 0.03% | -6.2% |
| Q2 2015 | $62,000 | 0.0% | 1,205 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $62,000 | +3.3% | 1,205 | 0.0% | 0.03% | -3.0% |
| Q4 2014 | $60,000 | -3.2% | 1,205 | 0.0% | 0.03% | -5.7% |
| Q3 2014 | $62,000 | -7.5% | 1,205 | 0.0% | 0.04% | -7.9% |
| Q2 2014 | $67,000 | +1.5% | 1,205 | 0.0% | 0.04% | -2.6% |
| Q1 2014 | $66,000 | 0.0% | 1,205 | 0.0% | 0.04% | -11.4% |
| Q4 2013 | $66,000 | – | 1,205 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |