Choate Investment Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$289,618
-3.3%
4,7100.0%0.01%
-15.4%
Q2 2023$299,556
+2.8%
4,7100.0%0.01%
-7.1%
Q1 2023$291,361
-0.1%
4,7100.0%0.01%
-22.2%
Q4 2022$291,7854,7100.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders