WISDOMTREE TR shareholders Q3 2023

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 120 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
OARSMAN CAPITAL, INC. 20,201$976,7180.41%
JFS WEALTH ADVISORS, LLC 85,067$4,112,9800.39%
PLIMOTH TRUST CO LLC 25,516$1,233,6990.39%
Pinnacle Wealth Planning Services, Inc. 42,588$2,059,1300.34%
McLean Asset Management Corp 16,327$794,6430.33%
Melone Private Wealth, LLC 8,173$395,1500.28%
NewSquare Capital LLC 51,940$2,511,2990.26%
Pinnacle Financial Group, LLC / IL 8,957$433,0510.26%
HOWARD WEALTH MANAGEMENT, LLC 5,615$271,4850.25%
Perennial Investment Advisors, LLC 27,115$1,311,0220.24%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.