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 | $3,587,000 | +30.2% | 67,082 | +21.0% | 0.02% | +25.0% |
| Q3 2019 | $2,756,000 | +32.6% | 55,427 | +36.0% | 0.02% | +25.0% |
| Q2 2019 | $2,078,000 | +100.6% | 40,743 | +99.2% | 0.02% | +77.8% |
| Q1 2019 | $1,036,000 | +118.1% | 20,454 | +100.4% | 0.01% | +80.0% |
| Q4 2018 | $475,000 | +16.1% | 10,208 | +32.5% | 0.01% | +25.0% |
| Q3 2018 | $409,000 | +102.5% | 7,703 | +101.6% | 0.00% | +33.3% |
| Q2 2018 | $202,000 | -2.9% | 3,820 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $208,000 | +26.8% | 3,782 | +28.6% | 0.00% | +50.0% |
| Q4 2017 | $164,000 | +28.1% | 2,942 | +26.0% | 0.00% | 0.0% |
| Q3 2017 | $128,000 | +40.7% | 2,335 | +34.0% | 0.00% | 0.0% |
| Q2 2017 | $91,000 | -2.2% | 1,743 | -6.7% | 0.00% | 0.0% |
| Q1 2017 | $93,000 | +63.2% | 1,868 | +53.0% | 0.00% | +100.0% |
| Q4 2016 | $57,000 | +11.8% | 1,221 | +12.1% | 0.00% | 0.0% |
| Q3 2016 | $51,000 | +13.3% | 1,089 | +5.8% | 0.00% | 0.0% |
| Q2 2016 | $45,000 | – | 1,029 | – | 0.00% | – |
Download | ||||||
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% |