Sequoia Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$364,000
-13.9%
6,596
-7.8%
0.01%
-8.3%
Q2 2022$423,000
-13.8%
7,155
-4.2%
0.01%0.0%
Q1 2022$491,000
+9.1%
7,470
+9.7%
0.01%0.0%
Q4 2021$450,000
+9.8%
6,810
+100.0%
0.01%
-20.0%
Q2 2021$410,0003,4050.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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