WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $5,297,000 | -13.4% | 104,619 | -22.2% | 0.13% | -23.7% |
Q3 2020 | $6,114,000 | -23.7% | 134,463 | -25.7% | 0.17% | -31.0% |
Q2 2020 | $8,010,000 | -7.2% | 180,933 | -17.2% | 0.24% | -24.4% |
Q1 2020 | $8,634,000 | -45.2% | 218,640 | -25.8% | 0.32% | -30.2% |
Q4 2019 | $15,749,000 | +5.5% | 294,492 | -1.9% | 0.46% | -2.5% |
Q3 2019 | $14,923,000 | -5.9% | 300,135 | -3.4% | 0.48% | -9.7% |
Q2 2019 | $15,851,000 | -12.4% | 310,738 | -13.0% | 0.53% | -14.3% |
Q1 2019 | $18,089,000 | -7.5% | 357,278 | -14.8% | 0.62% | -18.0% |
Q4 2018 | $19,552,000 | – | 419,580 | – | 0.75% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |