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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $451,000 | -9.8% | 8,442 | -16.0% | 0.01% | -16.7% |
| Q3 2019 | $500,000 | -2.5% | 10,053 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $513,000 | +0.8% | 10,053 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $509,000 | +8.5% | 10,053 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $469,000 | +32.5% | 10,053 | +50.7% | 0.01% | +44.4% |
| Q3 2018 | $354,000 | +0.6% | 6,672 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $352,000 | -3.8% | 6,672 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $366,000 | -1.6% | 6,672 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $372,000 | +5.7% | 6,672 | +3.1% | 0.01% | 0.0% |
| Q3 2017 | $352,000 | +4.8% | 6,470 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $336,000 | – | 6,470 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 316,358 | $16,774,000 | 6.45% |
| MOLLER WEALTH PARTNERS | 158,938 | $8,403,000 | 2.78% |
| Thrive Capital Management, LLC | 70,242 | $3,714,000 | 2.74% |
| TOBIAS FINANCIAL ADVISORS, INC. | 128,348 | $6,786,000 | 2.54% |
| Pinnacle Wealth Planning Services, Inc. | 200,279 | $10,277,000 | 2.27% |
| Falcon Wealth Planning | 108,567 | $5,740,000 | 2.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 804,592 | $42,539,000 | 2.08% |
| Octavia Wealth Advisors, LLC | 109,208 | $5,753,000 | 1.47% |
| Key FInancial Inc | 37,015 | $1,957,000 | 1.11% |
| OARSMAN CAPITAL, INC. | 23,068 | $1,220,000 | 0.49% |