Truvestments Capital 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
Truvestments Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$44,000
+4.8%
809
+1.3%
0.02%0.0%
Q1 2021$42,000
+5.0%
799
+0.5%
0.02%
-14.3%
Q4 2020$40,000
+17.6%
795
+1.5%
0.03%
-20.0%
Q2 2020$34,000
-70.7%
783
-73.5%
0.04%
-76.2%
Q1 2020$116,0002,9550.15%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 303,721$16,797,0006.48%
MOLLER WEALTH PARTNERS 159,056$8,670,0002.85%
Thrive Capital Management, LLC 67,047$3,655,0002.84%
Pinnacle Wealth Planning Services, Inc. 184,574$9,739,0002.26%
TOBIAS FINANCIAL ADVISORS, INC. 103,931$5,665,0002.24%
Falcon Wealth Planning 92,956$5,067,0002.16%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 798,990$43,553,0001.96%
M Holdings Securities, Inc. 241,894$13,186,0001.29%
Octavia Wealth Advisors, LLC 81,841$4,461,0001.18%
Key FInancial Inc 35,646$1,966,0001.10%
View complete list of WISDOMTREE TR shareholders