WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $422,000 | +1.0% | 8,268 | 0.0% | 0.05% | +2.1% |
| Q1 2019 | $418,000 | +8.6% | 8,268 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $385,000 | -12.5% | 8,268 | -0.1% | 0.05% | +4.3% |
| Q3 2018 | $440,000 | +15.5% | 8,278 | +14.4% | 0.05% | +12.2% |
| Q2 2018 | $381,000 | +39.1% | 7,233 | +45.2% | 0.04% | +36.7% |
| Q1 2018 | $274,000 | -1.4% | 4,983 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $278,000 | – | 4,983 | – | 0.03% | – |
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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% |