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 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 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 2022
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