WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 71 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $178,000 | -3.8% | 3,375 | 0.0% | 0.14% | -8.2% |
| Q1 2018 | $185,000 | -1.6% | 3,375 | 0.0% | 0.15% | -0.7% |
| Q4 2017 | $188,000 | +56.7% | 3,375 | +53.4% | 0.15% | +51.0% |
| Q3 2017 | $120,000 | -20.0% | 2,200 | -23.9% | 0.10% | -35.9% |
| Q2 2017 | $150,000 | +4.2% | 2,890 | 0.0% | 0.15% | +21.4% |
| Q1 2017 | $144,000 | +7.5% | 2,890 | 0.0% | 0.13% | +2.4% |
| Q4 2016 | $134,000 | -10.7% | 2,890 | -9.4% | 0.12% | -14.6% |
| Q3 2016 | $150,000 | +4.9% | 3,190 | 0.0% | 0.14% | +1.4% |
| Q2 2016 | $143,000 | -2.1% | 3,190 | 0.0% | 0.14% | -2.1% |
| Q1 2016 | $146,000 | -2.0% | 3,190 | 0.0% | 0.14% | -3.3% |
| Q4 2015 | $149,000 | +2.8% | 3,190 | 0.0% | 0.15% | +0.7% |
| Q3 2015 | $145,000 | -11.0% | 3,190 | 0.0% | 0.15% | -2.0% |
| Q2 2015 | $163,000 | -8.9% | 3,190 | -7.5% | 0.15% | -11.1% |
| Q1 2015 | $179,000 | +30.7% | 3,447 | +25.0% | 0.17% | +27.6% |
| Q4 2014 | $137,000 | – | 2,757 | – | 0.13% | – |
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% |