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 ↓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 360,285$17,419,7770.06%
INSPIRION WEALTH ADVISORS, LLC 5,993$289,7620.06%
SENTINEL PENSION ADVISORS INC 4,478$216,5110.05%
Independence Bank of Kentucky 2,415$116,7650.05%
Merit Financial Group, LLC 27,854$1,346,7500.04%
Greylin Investment Management, Inc 4,319$208,8240.04%
Stratos Wealth Advisors, LLC 11,865$573,6730.04%
Litman Gregory Wealth Management LLC 7,000$338,4500.04%
Geneos Wealth Management Inc. 14,229$687,9720.04%
VALLEY NATIONAL ADVISERS INC 4,014$1940.03%
TRUST CO OF VIRGINIA /VA 6,283$303,7820.03%
Gladstone Institutional Advisory LLC 8,819$426,3990.03%
LPL Financial LLC 763,232$36,902,2610.03%
AE Wealth Management LLC 75,048$3,628,5680.02%
IHT Wealth Management, LLC 8,883$429,4840.02%
GYL FINANCIAL SYNERGIES, LLC 4,563$220,6210.02%
JTC Employer Solutions Trustee Ltd 4,226$2040.02%
Creative Capital Management Investments LLC 539$26,0610.02%
NBC SECURITIES, INC. 3,396$1640.02%
Kingsview Wealth Management, LLC 9,245$446,9730.02%
External links

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