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 2019 | $247,000 | -91.1% | 4,882 | -91.8% | 0.00% | -100.0% |
| Q4 2018 | $2,764,000 | +386.6% | 59,324 | +419.1% | 0.00% | – |
| Q1 2017 | $568,000 | -83.8% | 11,428 | -84.8% | 0.00% | -100.0% |
| Q4 2016 | $3,500,000 | +43.7% | 75,422 | +45.7% | 0.00% | 0.0% |
| Q3 2016 | $2,436,000 | +86.7% | 51,753 | +77.4% | 0.00% | – |
| Q2 2016 | $1,305,000 | -29.5% | 29,166 | -27.8% | 0.00% | -100.0% |
| Q1 2016 | $1,850,000 | -65.6% | 40,412 | -65.0% | 0.00% | -50.0% |
| Q4 2015 | $5,373,000 | +3.8% | 115,323 | +1.2% | 0.00% | 0.0% |
| Q3 2015 | $5,178,000 | +2365.7% | 114,001 | +2402.8% | 0.00% | – |
| Q2 2013 | $210,000 | -84.0% | 4,555 | -83.9% | 0.00% | -100.0% |
| Q4 2012 | $1,311,000 | -80.0% | 28,216 | -81.3% | 0.00% | -66.7% |
| Q3 2012 | $6,540,000 | – | 150,598 | – | 0.00% | – |
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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% |