DWM — WISDOMTREE TR

Ownership history in FINANCIAL CONSULATE, INC  ·  1 quarter on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in WISDOMTREE TR (DWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 82 — — 0.00% $5K $65.78
% of Fund (quarterly)    DWM price (monthly, adj. close)

Other funds also holding DWM

As of 2025 Q4 — sorted by position size

LRI Investments, LLC 2.15% Smallwood Wealth Investment Management, LLC 3Y 2.07% TopTier Wealth Management, LLC 1.5% MOLLER WEALTH PARTNERS 3Y 7Y 1.48% Key FInancial Inc 3Y 0.76% Frazier Financial Advisors, LLC 0.71% Brightwater Advisory LLC 0.53% TOBIAS FINANCIAL ADVISORS, INC. 3Y 0.51% NewSquare Capital LLC 3Y 7Y 0.45% Shakespeare Wealth Management, LLC 3Y 7Y 0.43%
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