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 117 filers reported holding WISDOMTREE TR in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 364,893$19,602,0265.66%
Legacy Financial Advisors, Inc. 376,577$20,229,7353.60%
LRI Investments, LLC 396,966$21,325,0142.43%
Smallwood Wealth Investment Management, LLC 49,688$2,669,2342.06%
MOLLER WEALTH PARTNERS 120,438$6,469,9291.73%
Thrive Capital Management, LLC 39,804$2,138,2340.98%
Frazier Financial Advisors, LLC 17,744$953,1900.76%
TOBIAS FINANCIAL ADVISORS, INC. 65,006$3,492,1040.75%
Key FInancial Inc 39,484$2,121,0800.51%
PLIMOTH TRUST CO LLC 24,979$1,341,8720.36%
View complete list of WISDOMTREE TR shareholders