Parkside Financial Bank & Trust - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 116 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Parkside Financial Bank & Trust ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$9,000
-10.0%
2170.0%0.00%0.0%
Q2 2022$10,000
-9.1%
2170.0%0.00%0.0%
Q1 2022$11,000
-8.3%
2170.0%0.00%0.0%
Q4 2021$12,000
+9.1%
2170.0%0.00%0.0%
Q3 2021$11,000
-8.3%
2170.0%0.00%0.0%
Q2 2021$12,000
+9.1%
2170.0%0.00%0.0%
Q1 2021$11,0000.0%2170.0%0.00%0.0%
Q4 2020$11,000
+10.0%
2170.0%0.00%0.0%
Q3 2020$10,0000.0%2170.0%0.00%0.0%
Q2 2020$10,000
+11.1%
2170.0%0.00%0.0%
Q1 2020$9,000
-25.0%
2170.0%0.00%
-25.0%
Q4 2019$12,000
+9.1%
2170.0%0.00%0.0%
Q3 2019$11,0000.0%2170.0%0.00%0.0%
Q2 2019$11,0000.0%2170.0%0.00%0.0%
Q1 2019$11,000
+10.0%
2170.0%0.00%0.0%
Q4 2018$10,000
-16.7%
2170.0%0.00%0.0%
Q3 2018$12,000
+9.1%
2170.0%0.00%0.0%
Q2 2018$11,000–217–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders