WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,972,000 | -2.5% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $5,101,000 | +0.8% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $5,063,000 | +8.6% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $4,660,000 | -12.3% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $5,313,000 | +0.7% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $5,275,000 | -3.8% | 100 | 0.0% | 0.00% | – |
| Q1 2018 | $5,486,000 | -1.6% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $5,578,000 | +2.4% | 100 | 0.0% | 0.00% | – |
| Q3 2017 | $5,446,000 | +4.9% | 100 | 0.0% | 0.00% | – |
| Q2 2017 | $5,190,000 | – | 100 | – | 0.00% | – |
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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% |