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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,000 | -66.7% | 18 | -75.0% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | +50.0% | 72 | +41.2% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -93.9% | 51 | -91.7% | 0.00% | -90.9% |
| Q4 2019 | $33,000 | +10.0% | 614 | +0.8% | 0.01% | +10.0% |
| Q3 2019 | $30,000 | 0.0% | 609 | +3.0% | 0.01% | -9.1% |
| Q2 2019 | $30,000 | -54.5% | 591 | -55.0% | 0.01% | -60.7% |
| Q1 2019 | $66,000 | +10.0% | 1,312 | +2.7% | 0.03% | -9.7% |
| Q4 2018 | $60,000 | -10.4% | 1,278 | +1.8% | 0.03% | 0.0% |
| Q3 2018 | $67,000 | +3.1% | 1,255 | +2.2% | 0.03% | -13.9% |
| Q2 2018 | $65,000 | -1.5% | 1,228 | +1.7% | 0.04% | -7.7% |
| Q1 2018 | $66,000 | -17.5% | 1,207 | -97.5% | 0.04% | -31.6% |
| Q4 2017 | $80,000 | – | 48,020 | – | 0.06% | – |
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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% |