Independence Bank of Kentucky - 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 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Independence Bank of Kentucky ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$116,765
-3.4%
2,4150.0%0.05%0.0%
Q2 2023$120,822
+0.6%
2,4150.0%0.05%
-5.8%
Q1 2023$120,098
+105249.1%
2,4150.0%0.05%
+2.0%
Q4 2022$114
-99.9%
2,4150.0%0.05%
+6.2%
Q3 2022$97,000
-11.8%
2,4150.0%0.05%
-2.0%
Q2 2022$110,000
-13.4%
2,4150.0%0.05%
-2.0%
Q1 2022$127,000
-8.6%
2,415
-5.8%
0.05%
-12.3%
Q4 2021$139,000
+2.2%
2,5650.0%0.06%
-3.4%
Q3 2021$136,000
-2.9%
2,5650.0%0.06%
-4.8%
Q2 2021$140,000
+3.7%
2,5650.0%0.06%
-6.1%
Q1 2021$135,000
+3.8%
2,5650.0%0.07%
-1.5%
Q4 2020$130,000
+11.1%
2,5650.0%0.07%
+1.5%
Q3 2020$117,000
+2.6%
2,5650.0%0.07%
-10.8%
Q2 2020$114,000
+4.6%
2,565
-6.9%
0.07%
-12.9%
Q1 2020$109,000
-25.9%
2,7550.0%0.08%
-10.5%
Q4 2019$147,000
+7.3%
2,7550.0%0.10%
-2.1%
Q3 2019$137,000
+1270.0%
2,755
+1350.0%
0.10%
+1112.5%
Q2 2019$10,0000.0%1900.0%0.01%0.0%
Q1 2019$10,000
+11.1%
1900.0%0.01%0.0%
Q4 2018$9,0001900.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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