Aptus Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$20,414
+9.8%
330
+10.0%
0.00%0.0%
Q4 2022$18,585
+9.3%
3000.0%0.00%
Q3 2022$17,000
-5.6%
3000.0%0.00%
Q2 2022$18,000
-10.0%
3000.0%0.00%
Q1 2022$20,000
+33.3%
300
+100.0%
0.00%
-100.0%
Q4 2019$15,0001500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 382,803$23,538,5776.56%
FIDELIS iM, LLC 166,596$10,2446.00%
WADE G W & INC 2,083,938$128,1414.77%
Hibernia Wealth Partners, LLC 90,941$5,591,9694.33%
Traverso Chambers Private Wealth Management, LLC 249,510$15,342,3944.10%
Advisors Preferred, LLC 197,292$12,040,7313.91%
Revolve Wealth Partners, LLC 225,469$13,864,0603.19%
H&H Retirement Design & Management INC 72,720$4,478,1143.10%
Meridian Financial Partners LLC 41,403$2,5332.59%
Strategic Family Wealth Counselors, L.L.C. 84,723$5,209,6342.50%
View complete list of WISDOMTREE TR shareholders