WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 58 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47,699 | +297.5% | 1,014 | +305.6% | 0.00% | – |
| Q3 2019 | $12,000 | +33.3% | 250 | +25.0% | 0.00% | – |
| Q4 2018 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | -90.5% | 200 | -90.9% | 0.00% | -100.0% |
| Q2 2018 | $116,000 | -4.1% | 2,200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $121,000 | -16.0% | 2,200 | -14.6% | 0.00% | 0.0% |
| Q4 2017 | $144,000 | +1209.1% | 2,576 | +1188.0% | 0.00% | – |
| Q3 2017 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | -44.4% | 200 | -40.3% | 0.00% | – |
| Q1 2014 | $18,000 | 0.0% | 335 | 0.0% | 0.00% | – |
| Q4 2013 | $18,000 | +5.9% | 335 | 0.0% | 0.00% | – |
| Q3 2013 | $17,000 | +13.3% | 335 | 0.0% | 0.00% | – |
| Q2 2013 | $15,000 | – | 335 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |