CIBC Private Wealth Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$587,000
+3352.9%
5,461
+2759.2%
0.00%
Q2 2018$17,0000.0%1910.0%0.00%
Q1 2018$17,000
-5.6%
1910.0%0.00%
Q4 2017$18,0001910.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Revolve Wealth Partners, LLC 555,731$30,710,00010.26%
ShoreHaven Wealth Partners, LLC 220,948$12,209,0009.32%
IAG Wealth Partners, LLC 357,289$19,744,0006.56%
FIDELIS iM, LLC 148,912$8,229,0005.74%
Amplius Wealth Advisors, LLC 500,306$27,647,0004.94%
TOBIAS FINANCIAL ADVISORS, INC. 215,181$11,891,0004.20%
WADE G W & INC 1,547,096$85,493,0004.19%
Traverso Chambers Private Wealth Management, LLC 244,499$13,511,0004.14%
Meridian Financial Partners LLC 49,932$2,813,0003.99%
Prestige Wealth Management Group LLC 184,658$10,204,0002.87%
View complete list of WISDOMTREE TR shareholders