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 | ||||
|---|---|---|---|---|---|---|
| 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, 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% |