Sound Income Strategies, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,518
-3.3%
1060.0%0.00%0.0%
Q2 2023$6,742
+2.8%
1060.0%0.00%0.0%
Q1 2023$6,557
-0.2%
1060.0%0.00%0.0%
Q4 2022$6,567
+9.4%
1060.0%0.00%0.0%
Q3 2022$6,0000.0%1060.0%0.00%0.0%
Q2 2022$6,000
-14.3%
1060.0%0.00%0.0%
Q1 2022$7,0000.0%1060.0%0.00%0.0%
Q4 2021$7,000
+16.7%
106
+100.0%
0.00%0.0%
Q3 2021$6,0000.0%530.0%0.00%0.0%
Q2 2021$6,000
-99.9%
530.0%0.00%0.0%
Q1 2021$6,078,000
+101200.0%
530.0%0.00%0.0%
Q4 2020$6,000
+20.0%
530.0%0.00%0.0%
Q3 2020$5,0000.0%530.0%0.00%0.0%
Q2 2020$5,000
+25.0%
530.0%0.00%0.0%
Q1 2020$4,000
-33.3%
530.0%0.00%0.0%
Q4 2019$6,000
+20.0%
530.0%0.00%
-50.0%
Q3 2019$5,0000.0%530.0%0.00%0.0%
Q2 2019$5,0000.0%530.0%0.00%0.0%
Q1 2019$5,000
+25.0%
530.0%0.00%0.0%
Q4 2018$4,000
-20.0%
530.0%0.00%0.0%
Q3 2018$5,0000.0%530.0%0.00%
-33.3%
Q2 2018$5,0000.0%530.0%0.00%0.0%
Q1 2018$5,0000.0%530.0%0.00%0.0%
Q4 2017$5,000–53–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
ShoreHaven Wealth Partners, LLC 159,187$10,124,2856.77%
IAG Wealth Partners, LLC 379,400$24,129,8126.38%
BMS Financial Advisors, LLC 147,770$9,398,1726.13%
FIDELIS iM, LLC 165,376$10,517,8915.98%
WADE G W & INC 2,073,620$131,8824.79%
Traverso Chambers Private Wealth Management, LLC 249,625$15,876,1334.17%
M Holdings Securities, Inc. 294,424$18,7253.86%
Revolve Wealth Partners, LLC 236,999$15,073,1163.53%
TOBIAS FINANCIAL ADVISORS, INC. 191,181$12,159,1093.28%
H&H Retirement Design & Management INC 73,165$4,688,4003.11%
View complete list of WISDOMTREE TR shareholders