WISDOMTREE TR shareholders Q2 2023

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%.

WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
KMG FIDUCIARY PARTNERS, LLC 10,810$540,8040.07%
McNamara Financial Services, Inc. 5,178$257,7910.06%
Allen Capital Group, LLC 6,868$343,6060.06%
INSPIRION WEALTH ADVISORS, LLC 5,993$299,8300.06%
SENTINEL PENSION ADVISORS INC 4,457$222,9840.05%
B. Riley Wealth Advisors, Inc. 45,877$2,295,2050.05%
Independence Bank of Kentucky 2,415$120,8220.05%
Well Done, LLC 4,119$206,0740.04%
Litman Gregory Wealth Management LLC 7,000$350,2100.04%
Merit Financial Group, LLC 26,746$1,338,0810.04%
Stratos Wealth Advisors, LLC 11,557$578,1970.04%
Greylin Investment Management, Inc 4,319$216,0800.04%
TRUST CO OF VIRGINIA /VA 6,808$340,6030.04%
Foundations Investment Advisors, LLC 22,003$1,100,8290.04%
VALLEY NATIONAL ADVISERS INC 4,014$2010.03%
Geneos Wealth Management Inc. 13,151$657,9450.03%
Gladstone Institutional Advisory LLC 9,156$458,0750.03%
LPL Financial LLC 715,363$35,789,6000.03%
AE Wealth Management LLC 77,151$3,859,8660.02%
IHT Wealth Management, LLC 8,786$439,5430.02%
External links

This page lists WISDOMTREE TR's shareholders in Q2 2023. To view WISDOMTREE TR's shareholder history, click here.