Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 115 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$90,000
+3.4%
1,654
+0.1%
0.01%
-20.0%
Q1 2021$87,000
+4.8%
1,653
+0.5%
0.02%
-11.8%
Q4 2020$83,000
+12.2%
1,645
+0.7%
0.02%0.0%
Q3 2020$74,000
+4.2%
1,634
+0.9%
0.02%0.0%
Q2 2020$71,0001,6200.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 316,358$16,774,0006.45%
MOLLER WEALTH PARTNERS 158,938$8,403,0002.78%
Thrive Capital Management, LLC 70,242$3,714,0002.74%
TOBIAS FINANCIAL ADVISORS, INC. 128,348$6,786,0002.54%
Pinnacle Wealth Planning Services, Inc. 200,279$10,277,0002.27%
Falcon Wealth Planning 108,567$5,740,0002.18%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 804,592$42,539,0002.08%
Octavia Wealth Advisors, LLC 109,208$5,753,0001.47%
Key FInancial Inc 37,015$1,957,0001.11%
OARSMAN CAPITAL, INC. 23,068$1,220,0000.49%
View complete list of WISDOMTREE TR shareholders