Cetera Advisor Networks LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 127 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cetera Advisor Networks LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$423,696
-3.9%
8,763
-0.6%
0.00%0.0%
Q2 2023$440,999
+1.5%
8,815
+0.9%
0.00%0.0%
Q1 2023$434,271
-17.6%
8,733
-22.0%
0.00%
-25.0%
Q4 2022$527,002
+54.5%
11,203
+32.0%
0.00%0.0%
Q3 2022$341,000
-11.7%
8,488
+0.0%
0.00%
-20.0%
Q2 2022$386,000
-13.1%
8,487
+0.9%
0.01%0.0%
Q1 2022$444,000
-6.7%
8,411
-4.5%
0.01%
-16.7%
Q4 2021$476,000
-13.3%
8,805
-15.2%
0.01%
-14.3%
Q3 2021$549,000
+17.8%
10,384
+21.5%
0.01%0.0%
Q2 2021$466,000
+4.3%
8,548
+0.6%
0.01%
-22.2%
Q1 2021$447,000
+5.4%
8,499
+1.4%
0.01%
-10.0%
Q4 2020$424,000
+13.7%
8,379
+2.1%
0.01%0.0%
Q3 2020$373,000
-2.9%
8,209
-5.5%
0.01%0.0%
Q2 2020$384,000
+37.6%
8,684
+23.1%
0.01%
+11.1%
Q1 2020$279,000
-27.3%
7,054
-2.1%
0.01%
-10.0%
Q4 2019$384,000
+2.7%
7,202
-4.6%
0.01%
-9.1%
Q3 2019$374,000
-2.9%
7,552
+0.2%
0.01%
-8.3%
Q2 2019$385,000
+1.6%
7,535
+0.7%
0.01%0.0%
Q1 2019$379,000
+8.6%
7,485
+0.2%
0.01%
-14.3%
Q4 2018$349,000
+6.4%
7,468
+21.7%
0.01%
+27.3%
Q3 2018$328,000
+47.1%
6,135
+50.0%
0.01%
+10.0%
Q1 2018$223,000
+8.8%
4,090
+10.1%
0.01%
+11.1%
Q4 2017$205,0003,7150.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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