WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 122 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $101,000 | +1.0% | 1,860 | -2.6% | 0.01% | -10.0% |
| Q1 2021 | $100,000 | -4.8% | 1,910 | -3.0% | 0.01% | -33.3% |
| Q4 2019 | $105,000 | -18.6% | 1,970 | -22.0% | 0.02% | -25.0% |
| Q2 2019 | $129,000 | -95.2% | 2,525 | +1743.1% | 0.02% | +25.0% |
| Q1 2019 | $2,705,000 | +90066.7% | 137 | 0.0% | 0.02% | -27.3% |
| Q4 2018 | $3,000 | -97.8% | 137 | +4466.7% | 0.02% | -12.0% |
| Q3 2018 | $136,000 | -6.2% | 3 | -99.9% | 0.02% | +25.0% |
| Q2 2018 | $145,000 | +2.8% | 2,748 | +7.1% | 0.02% | -39.4% |
| Q1 2018 | $141,000 | – | 2,565 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 354,203 | $18,872,000 | 6.79% |
| HBK Sorce Advisory LLC | 1,277,241 | $67,375,000 | 3.69% |
| Thrive Capital Management, LLC | 99,774 | $5,263,000 | 3.18% |
| TOBIAS FINANCIAL ADVISORS, INC. | 141,352 | $7,456,000 | 2.57% |
| MOLLER WEALTH PARTNERS | 156,804 | $8,271,000 | 2.57% |
| Falcon Wealth Planning | 136,509 | $7,201,000 | 2.25% |
| Smallwood Wealth Investment Management, LLC | 40,401 | $2,131,000 | 2.01% |
| Pinnacle Wealth Planning Services, Inc. | 196,578 | $10,369,000 | 1.89% |
| Octavia Wealth Advisors, LLC | 144,177 | $7,605,000 | 1.69% |
| M Holdings Securities, Inc. | 233,697 | $12,328,000 | 0.93% |