Bogart Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$30750.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders