WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 77 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $608,000 | +6.3% | 11,376 | -1.1% | 0.05% | -1.8% |
| Q3 2019 | $572,000 | -0.2% | 11,499 | +2.5% | 0.06% | -5.2% |
| Q2 2019 | $573,000 | -11.8% | 11,222 | -12.5% | 0.06% | -14.7% |
| Q1 2019 | $650,000 | -1.4% | 12,824 | -9.2% | 0.07% | -11.7% |
| Q4 2018 | $659,000 | -9.6% | 14,127 | +2.7% | 0.08% | -8.3% |
| Q3 2018 | $729,000 | -55.8% | 13,757 | -56.1% | 0.08% | -20.8% |
| Q2 2018 | $1,651,000 | +136.2% | 31,320 | +145.7% | 0.11% | -47.0% |
| Q1 2018 | $699,000 | -5.0% | 12,749 | -3.4% | 0.20% | -30.6% |
| Q4 2017 | $736,000 | -26.2% | 13,198 | -27.9% | 0.29% | -26.7% |
| Q3 2017 | $997,000 | +5.3% | 18,309 | +0.3% | 0.39% | +0.5% |
| Q2 2017 | $947,000 | +4.3% | 18,252 | 0.0% | 0.39% | +4.3% |
| Q1 2017 | $908,000 | +5.3% | 18,252 | -1.7% | 0.38% | -1.6% |
| Q4 2016 | $862,000 | -7.2% | 18,571 | -5.9% | 0.38% | -3.3% |
| Q3 2016 | $929,000 | -0.9% | 19,733 | -5.8% | 0.39% | -4.4% |
| Q2 2016 | $937,000 | -12.3% | 20,939 | -10.2% | 0.41% | -20.5% |
| Q1 2016 | $1,068,000 | -28.2% | 23,325 | -27.0% | 0.52% | -30.1% |
| Q4 2015 | $1,488,000 | -15.0% | 31,935 | -17.1% | 0.74% | -25.5% |
| Q3 2015 | $1,750,000 | +5.1% | 38,530 | +18.1% | 1.00% | +18.6% |
| Q2 2015 | $1,665,000 | +42.6% | 32,622 | +44.7% | 0.84% | +42.2% |
| Q1 2015 | $1,168,000 | +8.3% | 22,551 | +3.8% | 0.59% | -9.0% |
| Q4 2014 | $1,078,000 | – | 21,730 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |