WISDOMTREE TR shareholders Q2 2024

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 121 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 364,893$19,602,0265.66%
Legacy Financial Advisors, Inc. 376,577$20,229,7353.60%
LRI Investments, LLC 396,966$21,325,0142.43%
Smallwood Wealth Investment Management, LLC 49,688$2,669,2342.06%
MOLLER WEALTH PARTNERS 120,438$6,469,9291.73%
Thrive Capital Management, LLC 39,804$2,138,2340.98%
Frazier Financial Advisors, LLC 17,744$953,1900.76%
TOBIAS FINANCIAL ADVISORS, INC. 65,006$3,492,1040.75%
Key FInancial Inc 39,484$2,121,0800.51%
PLIMOTH TRUST CO LLC 24,979$1,341,8720.36%
JFS WEALTH ADVISORS, LLC 79,247$4,257,1420.34%
McLean Asset Management Corp 16,130$889,0980.29%
NewSquare Capital LLC 59,280$3,184,5220.27%
Pinnacle Wealth Planning Services, Inc. 32,311$1,735,7470.25%
HOWARD WEALTH MANAGEMENT, LLC 5,615$301,6380.24%
FLOW TRADERS U.S. LLC 86,275$4,6350.23%
CAPE ANN SAVINGS BANK 6,794$364,9740.23%
OARSMAN CAPITAL, INC. 18,848$1,012,5150.22%
Advisor OS, LLC 33,294$1,788,5680.20%
Pinnacle Financial Group, LLC / IL 7,523$404,1210.17%
External links

This page lists WISDOMTREE TR's shareholders in Q2 2024. To view WISDOMTREE TR's shareholder history, click here.