Prospera Financial Services Inc - WISDOMTREE TR ownership

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%.

Quarter-by-quarter ownership
Prospera Financial Services Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$26,000
-52.7%
576
-44.5%
0.00%
-50.0%
Q1 2022$55,000
+161.9%
1,038
+124.7%
0.00%
-75.0%
Q3 2020$21,0004620.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 298,495$15,113,0006.58%
MOLLER WEALTH PARTNERS 144,574$7,320,0003.03%
Thrive Capital Management, LLC 49,939$2,528,0002.69%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 819,605$41,497,0002.24%
Falcon Wealth Planning 78,878$3,994,0002.24%
Syverson Strege & Co 44,710$2,264,0002.16%
TOBIAS FINANCIAL ADVISORS, INC. 87,414$4,426,0002.02%
M Holdings Securities, Inc. 293,414$14,856,0001.90%
Octavia Wealth Advisors, LLC 80,637$4,083,0001.32%
Pinnacle Wealth Planning Services, Inc. 110,295$5,307,0001.27%
View complete list of WISDOMTREE TR shareholders