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 2024 | $725,211 | -4.9% | 13,500 | -3.0% | 0.03% | -12.9% |
| Q1 2024 | $762,737 | +12.7% | 13,919 | +8.0% | 0.03% | +3.3% |
| Q4 2023 | $676,837 | +57.6% | 12,890 | +45.1% | 0.03% | +36.4% |
| Q3 2023 | $429,484 | -2.3% | 8,883 | +1.1% | 0.02% | -4.3% |
| Q2 2023 | $439,543 | +3.0% | 8,786 | +2.4% | 0.02% | -4.2% |
| Q1 2023 | $426,800 | +18.2% | 8,582 | +11.8% | 0.02% | +4.3% |
| Q4 2022 | $361,139 | +13.6% | 7,677 | -3.0% | 0.02% | -4.2% |
| Q3 2022 | $318,000 | -4.2% | 7,918 | +8.2% | 0.02% | -17.2% |
| Q2 2022 | $332,000 | +57.3% | 7,315 | +82.7% | 0.03% | +81.2% |
| Q1 2022 | $211,000 | +955.0% | 4,004 | +967.7% | 0.02% | +220.0% |
| Q1 2018 | $20,000 | -4.8% | 375 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $21,000 | +5.0% | 375 | 0.0% | 0.01% | -33.3% |
| Q3 2017 | $20,000 | – | 375 | – | 0.01% | – |
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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% |