TOBIAS FINANCIAL ADVISORS, INC. - 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
TOBIAS FINANCIAL ADVISORS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,113,519
-59.0%
85,078
-57.6%
1.08%
-60.1%
Q2 2023$10,040,697
+1.8%
200,694
+1.2%
2.71%
-6.5%
Q1 2023$9,861,793
+7.9%
198,307
+2.1%
2.89%
-3.7%
Q4 2022$9,140,056
+24.4%
194,304
+6.2%
3.00%
+15.9%
Q3 2022$7,345,000
+24.8%
182,933
+41.3%
2.59%
+31.1%
Q2 2022$5,884,000
-21.1%
129,497
-8.4%
1.98%
-23.2%
Q1 2022$7,456,000
+9.9%
141,352
+10.1%
2.57%
+1.3%
Q3 2021$6,786,000
+19.8%
128,348
+23.5%
2.54%
+13.2%
Q2 2021$5,665,000
+14.6%
103,931
+10.6%
2.24%
+7.0%
Q1 2021$4,942,000
+11.7%
93,986
+7.5%
2.10%
+3.6%
Q4 2020$4,426,000
+21.5%
87,414
+9.1%
2.02%
+1.4%
Q3 2020$3,642,000
+7.4%
80,094
+4.5%
2.00%
+0.3%
Q2 2020$3,391,000
-43.6%
76,609
-49.7%
1.99%
-54.2%
Q1 2020$6,015,000
-22.9%
152,312
+4.4%
4.35%
-12.9%
Q4 2019$7,800,000145,8504.99%
Other shareholders
WISDOMTREE TR shareholders Q1 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