Costello Asset Management, INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 80 filers reported holding WISDOMTREE TR in Q3 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 Q3 2021
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