Oak Point Wealth Management - 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
Oak Point Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$2,095,000
-11.3%
24,170
-5.9%
2.14%
-8.2%
Q4 2017$2,362,00025,6752.33%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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