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 | 405,635 | $19,612,454 | 6.87% |
| Octavia Wealth Advisors, LLC | 470,186 | $22,733,501 | 4.60% |
| Legacy Financial Advisors, Inc. | 356,198 | $17,222,192 | 3.45% |
| DB Wealth Management Group, LLC | 91,765 | $4,436,824 | 2.80% |
| Thrive Capital Management, LLC | 74,056 | $3,580,605 | 1.98% |
| Smallwood Wealth Investment Management, LLC | 43,605 | $2,108,315 | 1.92% |
| MOLLER WEALTH PARTNERS | 121,354 | $5,867,466 | 1.86% |
| TOBIAS FINANCIAL ADVISORS, INC. | 85,078 | $4,113,519 | 1.08% |
| Falcon Wealth Planning | 71,622 | $3,462,932 | 0.75% |
| Key FInancial Inc | 35,302 | $1,706,852 | 0.58% |