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 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 | 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% |