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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |