Litman Gregory Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$338,450
-3.4%
7,0000.0%0.04%
-20.5%
Q2 2023$350,210
+6.4%
7,0000.0%0.04%
-4.3%
Q4 2022$329,280
+17.2%
7,0000.0%0.05%
+2.2%
Q3 2022$281,000
-11.6%
7,0000.0%0.04%
-4.3%
Q2 2022$318,000
-16.1%
7,0000.0%0.05%
-26.6%
Q4 2021$379,000
+2.4%
7,0000.0%0.06%
-8.6%
Q3 2021$370,000
-3.1%
7,000
+1732.5%
0.07%
-1.4%
Q2 2021$382,000
+3.8%
382
-94.5%
0.07%
-1.4%
Q1 2021$368,000
+4.0%
7,0000.0%0.07%
+10.8%
Q4 2020$354,000
+11.3%
7,0000.0%0.06%
-1.5%
Q3 2020$318,000
+2.6%
7,0000.0%0.07%
-2.9%
Q2 2020$310,000
-30.5%
7,000
-38.1%
0.07%
-39.3%
Q1 2020$446,000
-26.2%
11,3000.0%0.11%
-16.4%
Q4 2019$604,000
+7.5%
11,3000.0%0.13%
-2.2%
Q3 2019$562,000
-2.4%
11,3000.0%0.14%
-9.9%
Q2 2019$576,000
+0.7%
11,3000.0%0.15%
-2.6%
Q1 2019$572,000
+8.5%
11,3000.0%0.16%
-3.7%
Q4 2018$527,000
-35.2%
11,300
-26.1%
0.16%
-40.9%
Q3 2018$813,000
+0.7%
15,3000.0%0.27%
-13.8%
Q2 2018$807,000
-3.8%
15,3000.0%0.32%
-7.0%
Q1 2018$839,00015,3000.34%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 342,399$18,517,0006.61%
Thrive Capital Management, LLC 84,741$4,583,0002.98%
MOLLER WEALTH PARTNERS 139,594$7,549,0002.41%
Pinnacle Wealth Planning Services, Inc. 206,391$11,162,0002.18%
Falcon Wealth Planning 119,386$6,456,0002.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 836,155$45,220,0002.03%
Smallwood Wealth Investment Management, LLC 39,220$2,121,0001.97%
Octavia Wealth Advisors, LLC 130,426$7,053,0001.52%
Coulter & Justus Financial Services, LLC 34,472$1,864,0001.46%
Key FInancial Inc 39,516$2,137,0001.07%
View complete list of WISDOMTREE TR shareholders