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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $21,000 | 0.0% | 390 | -1.3% | 0.00% | – |
| Q1 2021 | $21,000 | -43.2% | 395 | -45.7% | 0.00% | – |
| Q4 2020 | $37,000 | +12.1% | 728 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | +3.1% | 728 | 0.0% | 0.00% | – |
| Q2 2020 | $32,000 | +10.3% | 728 | -1.9% | 0.00% | – |
| Q1 2020 | $29,000 | -59.7% | 742 | -45.1% | 0.00% | – |
| Q4 2019 | $72,000 | -7.7% | 1,351 | -14.2% | 0.00% | – |
| Q3 2019 | $78,000 | -7.1% | 1,575 | -4.8% | 0.00% | – |
| Q2 2019 | $84,000 | -41.3% | 1,655 | -41.3% | 0.00% | – |
| Q1 2019 | $143,000 | +72.3% | 2,821 | +58.8% | 0.00% | – |
| Q4 2018 | $83,000 | -46.1% | 1,777 | -38.6% | 0.00% | – |
| Q3 2018 | $154,000 | +55.6% | 2,892 | +54.1% | 0.00% | – |
| Q2 2018 | $99,000 | +22.2% | 1,877 | +26.7% | 0.00% | – |
| Q1 2018 | $81,000 | +47.3% | 1,481 | +51.0% | 0.00% | – |
| Q4 2017 | $55,000 | +61.8% | 981 | +55.5% | 0.00% | – |
| Q3 2017 | $34,000 | +3.0% | 631 | 0.0% | 0.00% | – |
| Q2 2017 | $33,000 | -45.9% | 631 | -48.4% | 0.00% | – |
| Q1 2017 | $61,000 | +8.9% | 1,223 | +0.7% | 0.00% | – |
| Q4 2016 | $56,000 | +211.1% | 1,215 | +217.2% | 0.00% | – |
| Q4 2015 | $18,000 | +50.0% | 383 | +41.9% | 0.00% | – |
| Q3 2015 | $12,000 | -42.9% | 270 | -32.5% | 0.00% | – |
| Q3 2013 | $21,000 | -16.0% | 400 | -27.3% | 0.00% | – |
| Q2 2013 | $25,000 | – | 550 | – | 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% |