Strategic Family Wealth Counselors, L.L.C. - 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
Strategic Family Wealth Counselors, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,209,634
-2.7%
84,723
+0.7%
2.50%
+1.7%
Q2 2023$5,353,542
+3.5%
84,175
+0.7%
2.46%
+0.5%
Q1 2023$5,171,822
-3.8%
83,605
-3.6%
2.45%
-8.1%
Q4 2022$5,375,471
+10.7%
86,771
-1.2%
2.66%
+11.8%
Q3 2022$4,856,000
-3.9%
87,868
+2.7%
2.38%
-1.7%
Q2 2022$5,055,000
-5.7%
85,531
+4.8%
2.42%
+12.2%
Q1 2022$5,363,000
+4.6%
81,603
+5.2%
2.16%
+31.6%
Q4 2021$5,125,000
+17.8%
77,605
+112.8%
1.64%
+10.4%
Q3 2021$4,349,000
+6.4%
36,461
+7.4%
1.49%
+11.4%
Q2 2021$4,086,000
+15.1%
33,957
+9.7%
1.34%
-0.1%
Q1 2021$3,550,000
+6.6%
30,955
-0.0%
1.34%
-22.1%
Q4 2020$3,329,000
+11.2%
30,965
+0.4%
1.72%
+2.2%
Q3 2020$2,994,000
+17.4%
30,851
+12.3%
1.68%
+4.6%
Q2 2020$2,551,000
+15.4%
27,470
+0.6%
1.61%
-2.8%
Q1 2020$2,211,000
+11.5%
27,315
+45.9%
1.65%
+3.1%
Q4 2019$1,983,000
+10.4%
18,718
+3.2%
1.60%
+17.9%
Q3 2019$1,797,000
+5.6%
18,135
+3.3%
1.36%
+3.2%
Q2 2019$1,701,000
-5.9%
17,557
-8.4%
1.32%
-9.9%
Q1 2019$1,807,000
+40.1%
19,175
+25.5%
1.46%0.0%
Q4 2018$1,290,00015,2791.46%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders