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 ↓
CAPE ANN SAVINGS BANK 6,794$328,4900.23%
FLOW TRADERS U.S. LLC 98,794$4,7770.22%
HBK Sorce Advisory LLC 90,097$4,356,1710.19%
FLAGSHIP HARBOR ADVISORS, LLC 46,505$2,248,5150.19%
OLD MISSION CAPITAL LLC 171,580$8,295,8930.18%
Advisor OS, LLC 25,056$1,211,4720.18%
MISSION WEALTH MANAGEMENT, LP 96,176$4,650,1320.17%
&PARTNERS 7,425$358,9990.17%
Viewpoint Capital Management LLC 4,100$198,2350.16%
BEACON FINANCIAL GROUP 20,241$1,0110.14%
Team Financial Group, LLC 3,153$152,4710.13%
Valmark Advisers, Inc. 122,316$5,914,0010.12%
COURIER CAPITAL LLC 26,816$1,296,5540.11%
REGIMEN WEALTH, LLC 5,141$248,5680.10%
Consolidated Portfolio Review Corp 8,640$417,7450.10%
ProVise Management Group, LLC 20,141$973,8170.09%
B. Riley Wealth Advisors, Inc. 66,687$3,224,3120.09%
KMG FIDUCIARY PARTNERS, LLC 10,878$525,9450.07%
McNamara Financial Services, Inc. 5,012$242,3190.06%
Allen Capital Group, LLC 6,868$327,4320.06%
External links

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