Bell Investment Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 111 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bell Investment Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$42,000
-14.3%
1,058
-2.1%
0.01%
-13.3%
Q2 2022$49,000
-15.5%
1,081
+1.3%
0.02%
-6.2%
Q4 2021$58,000
+3.6%
1,067
+0.8%
0.02%
-5.9%
Q3 2021$56,0001,0590.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 316,358$16,774,0006.45%
MOLLER WEALTH PARTNERS 158,938$8,403,0002.78%
Thrive Capital Management, LLC 70,242$3,714,0002.74%
TOBIAS FINANCIAL ADVISORS, INC. 128,348$6,786,0002.54%
Pinnacle Wealth Planning Services, Inc. 200,279$10,277,0002.27%
Falcon Wealth Planning 108,567$5,740,0002.18%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 804,592$42,539,0002.08%
Octavia Wealth Advisors, LLC 109,208$5,753,0001.47%
Key FInancial Inc 37,015$1,957,0001.11%
OARSMAN CAPITAL, INC. 23,068$1,220,0000.49%
View complete list of WISDOMTREE TR shareholders