WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 77 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $89,000,000 | +39.1% | 1,946 | +43.4% | 0.00% | – |
| Q4 2015 | $64,000,000 | +228471.4% | 1,357 | +125.4% | 0.00% | – |
| Q3 2015 | $28,000 | -99.9% | 602 | +50.1% | 0.00% | – |
| Q2 2015 | $20,480,000 | -36.2% | 401 | -35.3% | 0.00% | – |
| Q1 2015 | $32,095,000 | -33.5% | 620 | -36.3% | 0.00% | – |
| Q4 2014 | $48,235,000 | +54.6% | 973 | +63.0% | 0.00% | – |
| Q3 2014 | $31,200,000 | +163.8% | 597 | +182.9% | 0.00% | – |
| Q2 2014 | $11,829,000 | +3.7% | 211 | +1.0% | 0.00% | – |
| Q1 2014 | $11,406,000 | +1.0% | 209 | +1.0% | 0.00% | – |
| Q4 2013 | $11,294,000 | +6.0% | 207 | +0.5% | 0.00% | – |
| Q3 2013 | $10,653,000 | +14.6% | 206 | +2.0% | 0.00% | – |
| Q2 2013 | $9,293,000 | – | 202 | – | 0.00% | – |
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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% |