WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 81 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $269,000 | -50.3% | 5,768 | -51.6% | 0.02% | -51.5% |
| Q3 2015 | $541,000 | -27.9% | 11,911 | -18.9% | 0.03% | -21.4% |
| Q2 2015 | $750,000 | -1.4% | 14,694 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $761,000 | +3.3% | 14,694 | -1.2% | 0.04% | -10.6% |
| Q4 2014 | $737,000 | -11.1% | 14,867 | -6.3% | 0.05% | -13.0% |
| Q3 2014 | $829,000 | -10.4% | 15,872 | -3.9% | 0.05% | -22.9% |
| Q2 2014 | $925,000 | – | 16,520 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 342,399 | $18,517,000 | 6.61% |
| Thrive Capital Management, LLC | 84,741 | $4,583,000 | 2.98% |
| MOLLER WEALTH PARTNERS | 139,594 | $7,549,000 | 2.41% |
| Pinnacle Wealth Planning Services, Inc. | 206,391 | $11,162,000 | 2.18% |
| Falcon Wealth Planning | 119,386 | $6,456,000 | 2.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 836,155 | $45,220,000 | 2.03% |
| Smallwood Wealth Investment Management, LLC | 39,220 | $2,121,000 | 1.97% |
| Octavia Wealth Advisors, LLC | 130,426 | $7,053,000 | 1.52% |
| Coulter & Justus Financial Services, LLC | 34,472 | $1,864,000 | 1.46% |
| Key FInancial Inc | 39,516 | $2,137,000 | 1.07% |