WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2008 | $1,094,000 | – | 28,346 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 245,609 | $10,873,000 | 6.35% |
| MOLLER WEALTH PARTNERS | 185,658 | $8,219,000 | 3.59% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 752,765 | $33,325,000 | 2.36% |
| M Holdings Securities, Inc. | 291,585 | $12,908,000 | 2.31% |
| STRINGER ASSET MANAGEMENT, LLC | 43,112 | $1,909,000 | 2.22% |
| TOBIAS FINANCIAL ADVISORS, INC. | 76,609 | $3,391,000 | 1.99% |
| PLIMOTH TRUST CO LLC | 95,279 | $4,218,000 | 1.50% |
| Pinnacle Wealth Planning Services, Inc. | 108,028 | $4,571,000 | 1.48% |
| JFS WEALTH ADVISORS, LLC | 97,846 | $4,332,000 | 1.12% |
| MISSION WEALTH MANAGEMENT, LP | 189,813 | $8,403,000 | 0.72% |