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 | ||||
|---|---|---|---|---|---|---|
| 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 | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |