WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 129 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 9,953 | $497,961 | 0.28% |
| NewSquare Capital LLC | 51,550 | $2,579,047 | 0.27% |
| HOWARD WEALTH MANAGEMENT, LLC | 5,615 | $280,918 | 0.24% |
| Perennial Investment Advisors, LLC | 27,431 | $1,372,367 | 0.24% |
| CAPE ANN SAVINGS BANK | 6,994 | $349,910 | 0.23% |
| BEACON FINANCIAL GROUP | 30,303 | $1,499 | 0.20% |
| MISSION WEALTH MANAGEMENT, LP | 101,895 | $5,097,804 | 0.19% |
| &PARTNERS | 7,425 | $371,473 | 0.17% |
| Viewpoint Capital Management LLC | 4,100 | $205,123 | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 271,241 | $13,570,189 | 0.15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 31,040 | $1,552,913 | 0.13% |
| Benedetti & Gucer, Inc. | 4,841 | $246 | 0.13% |
| Valmark Advisers, Inc. | 123,898 | $6,198,613 | 0.13% |
| REGIMEN WEALTH, LLC | 5,106 | $255,454 | 0.11% |
| COURIER CAPITAL LLC | 26,816 | $1,341,604 | 0.11% |
| Consolidated Portfolio Review Corp | 8,686 | $434,547 | 0.10% |
| TNF LLC | 4,574 | $228,817 | 0.10% |
| ProVise Management Group, LLC | 20,454 | $1,023,314 | 0.09% |
| FLOW TRADERS U.S. LLC | 40,609 | $2,032 | 0.09% |
| OLD MISSION CAPITAL LLC | 72,823 | $3,643,334 | 0.08% |
External links
This page lists WISDOMTREE TR's shareholders in Q2 2023. To view WISDOMTREE TR's shareholder history, click here.