WBH ADVISORY INC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$255,368
-15.0%
4,153
-12.0%
0.03%
-13.9%
Q2 2023$300,319
-10.7%
4,722
-13.2%
0.04%
-14.3%
Q1 2023$336,395
+11.0%
5,438
-1.0%
0.04%
-4.5%
Q3 2022$303,000
-3.5%
5,491
+4.2%
0.04%
+4.8%
Q2 2022$314,000–5,270–0.04%–
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Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders