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 | $713 | -1.9% | 13,280 | +0.1% | 0.00% | 0.0% |
| Q1 2024 | $727 | +5.2% | 13,271 | +0.8% | 0.00% | 0.0% |
| Q4 2023 | $691 | +8.5% | 13,165 | -0.0% | 0.00% | 0.0% |
| Q3 2023 | $637 | -3.9% | 13,169 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $663 | +38.7% | 13,247 | +37.8% | 0.00% | 0.0% |
| Q1 2023 | $478 | -99.8% | 9,612 | +77.2% | 0.00% | 0.0% |
| Q4 2019 | $290,000 | +13.7% | 5,425 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $255,000 | -5.9% | 5,146 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | -70.9% | 5,327 | -71.1% | 0.00% | -75.0% |
| Q1 2019 | $931,000 | +23.5% | 18,407 | +13.6% | 0.00% | 0.0% |
| Q4 2018 | $754,000 | -16.7% | 16,197 | -5.0% | 0.00% | 0.0% |
| Q3 2018 | $905,000 | +5.1% | 17,044 | +4.5% | 0.00% | -20.0% |
| Q2 2018 | $861,000 | -5.2% | 16,315 | -1.5% | 0.01% | 0.0% |
| Q1 2018 | $908,000 | +0.3% | 16,560 | +2.0% | 0.01% | 0.0% |
| Q4 2017 | $905,000 | – | 16,228 | – | 0.01% | – |
Download | ||||||
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% |