Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$35,000
+775.0%
1,000
+900.0%
0.00%
Q3 2021$4,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 380,781$12,622,8967.85%
Key FInancial Inc 392,389$13,125,4124.42%
ShoreHaven Wealth Partners, LLC 187,622$6,275,9444.32%
Legacy Financial Advisors, Inc. 443,461$14,833,7862.97%
Systelligence, LLC 231,367$7,739,2262.17%
FFG RETIREMENT ADVISORS LLC 58,666$1,962,3781.63%
Collaborative Wealth Managment Inc. 70,954$2,373,4111.42%
KWB Wealth 180,691$6,472,3631.04%
Breakwater Capital Group 80,227$2,611,3890.90%
HOWARD WEALTH MANAGEMENT, LLC 28,023$937,3690.86%
View complete list of WISDOMTREE TR shareholders