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 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

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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 Q3 2022
NameSharesValueWeighting ↓
Private Vista, LLC 392,887$34,767,00010.15%
Delta Dental Plan of Michigan, Inc. 204,081$18,059,0005.59%
WADE G W & INC 355,606$31,468,0003.64%
Clearwater Capital Advisors, LLC 144,859$12,819,0002.65%
PagnatoKarp Partners LLC 66,088$5,848,128,0002.47%
Live Your Vision, LLC 73,481$6,585,0002.23%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 303,719$26,876,0002.16%
Oak Point Wealth Management 24,170$2,095,0002.14%
RiverFront Investment Group, LLC 1,015,342$89,847,0002.10%
Vestpro Financial Partners, Inc. dba CPF Texas 39,247$3,473,0001.78%
View complete list of WISDOMTREE TR shareholders