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%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CAPE ANN SAVINGS BANK | 6,794 | $328,490 | 0.23% |
FLOW TRADERS U.S. LLC | 98,794 | $4,777 | 0.22% |
HBK Sorce Advisory LLC | 90,097 | $4,356,171 | 0.19% |
FLAGSHIP HARBOR ADVISORS, LLC | 46,505 | $2,248,515 | 0.19% |
OLD MISSION CAPITAL LLC | 171,580 | $8,295,893 | 0.18% |
Advisor OS, LLC | 25,056 | $1,211,472 | 0.18% |
MISSION WEALTH MANAGEMENT, LP | 96,176 | $4,650,132 | 0.17% |
&PARTNERS | 7,425 | $358,999 | 0.17% |
Viewpoint Capital Management LLC | 4,100 | $198,235 | 0.16% |
BEACON FINANCIAL GROUP | 20,241 | $1,011 | 0.14% |
Team Financial Group, LLC | 3,153 | $152,471 | 0.13% |
Valmark Advisers, Inc. | 122,316 | $5,914,001 | 0.12% |
COURIER CAPITAL LLC | 26,816 | $1,296,554 | 0.11% |
REGIMEN WEALTH, LLC | 5,141 | $248,568 | 0.10% |
Consolidated Portfolio Review Corp | 8,640 | $417,745 | 0.10% |
ProVise Management Group, LLC | 20,141 | $973,817 | 0.09% |
B. Riley Wealth Advisors, Inc. | 66,687 | $3,224,312 | 0.09% |
KMG FIDUCIARY PARTNERS, LLC | 10,878 | $525,945 | 0.07% |
McNamara Financial Services, Inc. | 5,012 | $242,319 | 0.06% |
Allen Capital Group, LLC | 6,868 | $327,432 | 0.06% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.