WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 123 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,000 | -25.0% | 83 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | -63.6% | 83 | -60.7% | 0.00% | – |
| Q2 2019 | $11,000 | -42.1% | 211 | -44.9% | 0.00% | – |
| Q1 2019 | $19,000 | -81.4% | 383 | -83.2% | 0.00% | – |
| Q2 2016 | $102,000 | -1.9% | 2,273 | 0.0% | 0.00% | – |
| Q1 2016 | $104,000 | -4.6% | 2,273 | -3.0% | 0.00% | – |
| Q4 2015 | $109,000 | +2.8% | 2,344 | 0.0% | 0.00% | – |
| Q3 2015 | $106,000 | -11.7% | 2,344 | 0.0% | 0.00% | – |
| Q2 2015 | $120,000 | -0.8% | 2,344 | 0.0% | 0.00% | – |
| Q1 2015 | $121,000 | +4.3% | 2,344 | 0.0% | 0.00% | – |
| Q4 2014 | $116,000 | -4.9% | 2,344 | 0.0% | 0.00% | – |
| Q3 2014 | $122,000 | -6.9% | 2,344 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $131,000 | +2.3% | 2,344 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $128,000 | +3.2% | 2,344 | +3.1% | 0.00% | 0.0% |
| Q4 2013 | $124,000 | +5.1% | 2,273 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $118,000 | +12.4% | 2,273 | 0.0% | 0.00% | – |
| Q2 2013 | $105,000 | – | 2,273 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 303,721 | $16,797,000 | 6.48% |
| MOLLER WEALTH PARTNERS | 159,056 | $8,670,000 | 2.85% |
| Thrive Capital Management, LLC | 67,047 | $3,655,000 | 2.84% |
| Pinnacle Wealth Planning Services, Inc. | 184,574 | $9,739,000 | 2.26% |
| TOBIAS FINANCIAL ADVISORS, INC. | 103,931 | $5,665,000 | 2.24% |
| Falcon Wealth Planning | 92,956 | $5,067,000 | 2.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 798,990 | $43,553,000 | 1.96% |
| M Holdings Securities, Inc. | 241,894 | $13,186,000 | 1.29% |
| Octavia Wealth Advisors, LLC | 81,841 | $4,461,000 | 1.18% |
| Key FInancial Inc | 35,646 | $1,966,000 | 1.10% |