Costello Asset Management, INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$15,000
+7.1%
352
+100.0%
0.01%0.0%
Q1 2021$14,000
+133.3%
176
+134.7%
0.01%
+100.0%
Q4 2020$6,000
+20.0%
750.0%0.01%
+25.0%
Q3 2020$5,000750.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Key FInancial Inc 316,977$8,713,6984.12%
ShoreHaven Wealth Partners, LLC 165,301$5,326,8393.76%
Legacy Financial Advisors, Inc. 400,518$12,906,7032.78%
FFG RETIREMENT ADVISORS LLC 63,719$2,053,3451.87%
Rooted Wealth Advisors, Inc. 43,306$1,3961.17%
Collaborative Wealth Managment Inc. 51,332$1,654,1741.09%
Cerro Pacific Wealth Advisors LLC 51,367$1,655,3020.88%
HOWARD WEALTH MANAGEMENT, LLC 32,532$1,048,3440.86%
Quantitative Advantage, LLC 161,367$5,200,0430.80%
SENTINEL PENSION ADVISORS INC 79,356$2,557,2550.80%
View complete list of WISDOMTREE TR shareholders