WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. 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, LLC | 364,893 | $19,602,026 | 5.66% |
Legacy Financial Advisors, Inc. | 376,577 | $20,229,735 | 3.60% |
LRI Investments, LLC | 396,966 | $21,325,014 | 2.43% |
Smallwood Wealth Investment Management, LLC | 49,688 | $2,669,234 | 2.06% |
MOLLER WEALTH PARTNERS | 120,438 | $6,469,929 | 1.73% |
Thrive Capital Management, LLC | 39,804 | $2,138,234 | 0.98% |
Frazier Financial Advisors, LLC | 17,744 | $953,190 | 0.76% |
TOBIAS FINANCIAL ADVISORS, INC. | 65,006 | $3,492,104 | 0.75% |
Key FInancial Inc | 39,484 | $2,121,080 | 0.51% |
PLIMOTH TRUST CO LLC | 24,979 | $1,341,872 | 0.36% |