55I, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 124 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
55I, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$1,259,000
+34.2%
31,360
+51.9%
0.04%
+34.6%
Q2 2022$938,000
+122.3%
20,648
+158.1%
0.03%
+160.0%
Q1 2022$422,0008,0010.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 354,203$18,872,0006.79%
HBK Sorce Advisory LLC 1,277,241$67,375,0003.69%
Thrive Capital Management, LLC 99,774$5,263,0003.18%
TOBIAS FINANCIAL ADVISORS, INC. 141,352$7,456,0002.57%
MOLLER WEALTH PARTNERS 156,804$8,271,0002.57%
Falcon Wealth Planning 136,509$7,201,0002.25%
Smallwood Wealth Investment Management, LLC 40,401$2,131,0002.01%
Pinnacle Wealth Planning Services, Inc. 196,578$10,369,0001.89%
Octavia Wealth Advisors, LLC 144,177$7,605,0001.69%
M Holdings Securities, Inc. 233,697$12,328,0000.93%
View complete list of WISDOMTREE TR shareholders