Lenox Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$23,000
-4.2%
4440.0%0.00%0.0%
Q4 2021$24,000
+4.3%
4440.0%0.00%0.0%
Q3 2021$23,000
-42.5%
444
-39.9%
0.00%
-40.0%
Q2 2021$40,000
+2.6%
7390.0%0.01%0.0%
Q1 2021$39,000
+5.4%
7390.0%0.01%0.0%
Q4 2020$37,000
+8.8%
7390.0%0.01%0.0%
Q3 2020$34,000
+3.0%
7390.0%0.01%0.0%
Q2 2020$33,000
+13.8%
7390.0%0.01%0.0%
Q1 2020$29,000
-52.5%
739
-35.3%
0.01%
-44.4%
Q4 2019$61,000
+7.0%
1,1430.0%0.01%0.0%
Q3 2019$57,000
-1.7%
1,1430.0%0.01%
-10.0%
Q2 2019$58,0000.0%1,1430.0%0.01%
-9.1%
Q1 2019$58,000
-12.1%
1,143
-19.4%
0.01%
-21.4%
Q4 2018$66,000
-49.2%
1,418
-42.1%
0.01%
-46.2%
Q3 2018$130,000
-41.2%
2,449
-41.6%
0.03%
-46.9%
Q2 2018$221,000
-34.4%
4,195
-31.8%
0.05%
-38.0%
Q1 2018$337,000
+368.1%
6,151
+378.3%
0.08%
+295.0%
Q4 2017$72,0001,2860.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
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