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 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - 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 2023
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