WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 83 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890 | -99.6% | 18 | -99.6% | 0.00% | – |
| Q2 2019 | $217,000 | -43.5% | 4,257 | -44.9% | 0.00% | – |
| Q1 2017 | $384,000 | +105.3% | 7,726 | +87.8% | 0.00% | – |
| Q3 2015 | $187,000 | -11.0% | 4,113 | 0.0% | 0.00% | – |
| Q2 2015 | $210,000 | -1.4% | 4,113 | 0.0% | 0.00% | – |
| Q1 2015 | $213,000 | +217.9% | 4,113 | +220.1% | 0.00% | – |
| Q3 2014 | $67,000 | -6.9% | 1,285 | 0.0% | 0.00% | – |
| Q2 2014 | $72,000 | -26.5% | 1,285 | -28.0% | 0.00% | – |
| Q1 2014 | $98,000 | +1.0% | 1,785 | 0.0% | 0.00% | – |
| Q4 2013 | $97,000 | +5.4% | 1,785 | 0.0% | 0.00% | – |
| Q3 2013 | $92,000 | +12.2% | 1,785 | 0.0% | 0.00% | – |
| Q2 2013 | $82,000 | – | 1,785 | – | 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% |