&PARTNERS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
&PARTNERS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$358,999
-3.4%
7,4250.0%0.17%
+1.2%
Q2 2023$371,473
+0.6%
7,4250.0%0.17%
-6.7%
Q1 2023$369,245
+5.7%
7,4250.0%0.18%
+2.9%
Q4 2022$349,272
+17.2%
7,4250.0%0.17%
+0.6%
Q3 2022$298,0007,4250.17%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 303,721$16,797,0006.48%
MOLLER WEALTH PARTNERS 159,056$8,670,0002.85%
Thrive Capital Management, LLC 67,047$3,655,0002.84%
Pinnacle Wealth Planning Services, Inc. 184,574$9,739,0002.26%
TOBIAS FINANCIAL ADVISORS, INC. 103,931$5,665,0002.24%
Falcon Wealth Planning 92,956$5,067,0002.16%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 798,990$43,553,0001.96%
M Holdings Securities, Inc. 241,894$13,186,0001.29%
Octavia Wealth Advisors, LLC 81,841$4,461,0001.18%
Key FInancial Inc 35,646$1,966,0001.10%
View complete list of WISDOMTREE TR shareholders