WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 122 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |