WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 108 filers reported holding WISDOMTREE TR in Q4 2017. 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 | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |