IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$429,484
-2.3%
8,883
+1.1%
0.02%
-4.3%
Q2 2023$439,543
+3.0%
8,786
+2.4%
0.02%
-4.2%
Q1 2023$426,800
+18.2%
8,582
+11.8%
0.02%
+4.3%
Q4 2022$361,139
+13.6%
7,677
-3.0%
0.02%
-4.2%
Q3 2022$318,000
-4.2%
7,918
+8.2%
0.02%
-17.2%
Q2 2022$332,000
+57.3%
7,315
+82.7%
0.03%
+81.2%
Q1 2022$211,000
+955.0%
4,004
+967.7%
0.02%
+220.0%
Q1 2018$20,000
-4.8%
3750.0%0.01%
-16.7%
Q4 2017$21,000
+5.0%
3750.0%0.01%
-33.3%
Q3 2017$20,0003750.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders