Capital Directions Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$21,682
+14.1%
3500.01%
+14.3%
Q3 2022$19,000
-9.5%
0
-100.0%
0.01%0.0%
Q2 2022$21,000
-8.7%
3500.0%0.01%0.0%
Q1 2022$23,000
+9.5%
350
+100.0%
0.01%
+16.7%
Q3 2021$21,0001750.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 67,453$7,377,0005.70%
ShoreHaven Wealth Partners, LLC 91,381$9,823,0005.50%
IAG Wealth Partners, LLC 124,418$13,375,0005.46%
WADE G W & INC 723,879$77,817,0004.73%
TOBIAS FINANCIAL ADVISORS, INC. 74,984$8,061,0003.69%
Traverso Chambers Private Wealth Management, LLC 67,308$7,236,0002.60%
MOLLER WEALTH PARTNERS 52,706$5,666,0002.34%
Treybourne Wealth Planners, Inc. 29,041$3,122,0002.25%
M Holdings Securities, Inc. 162,290$17,446,0002.23%
Graves Light Lenhart Wealth, Inc. 106,748$11,475,0002.14%
View complete list of WISDOMTREE TR shareholders