WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 64 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $41,000 | -26.8% | 1,043 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $56,000 | +7.7% | 1,043 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $52,000 | -38.8% | 1,043 | -37.4% | 0.01% | -33.3% |
| Q2 2019 | $85,000 | +10.4% | 1,667 | +1.3% | 0.01% | -43.8% |
| Q4 2018 | $77,000 | +1183.3% | 1,646 | +1410.1% | 0.02% | +700.0% |
| Q3 2017 | $6,000 | -100.0% | 109 | -86.8% | 0.00% | -81.8% |
| Q2 2017 | $43,000,000 | +258.3% | 826 | +253.0% | 0.01% | +266.7% |
| Q1 2017 | $12,000,000 | +140.0% | 234 | +114.7% | 0.00% | +200.0% |
| Q4 2016 | $5,000,000 | +99900.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | +25.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | -20.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $5,000 | +25.0% | 109 | 0.0% | 0.00% | +100.0% |
| Q3 2015 | $4,000 | -20.0% | 109 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | -75.0% | 109 | -71.4% | 0.00% | -50.0% |
| Q3 2014 | $20,000 | – | 381 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |