Golden State Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$8,000
-96.5%
93
-96.0%
0.00%
-94.7%
Q3 2019$228,000
+2.7%
2,2990.0%0.08%
+7.1%
Q2 2019$222,000
-11.2%
2,299
-13.2%
0.07%
-16.7%
Q1 2019$250,0002,6490.08%
Other shareholders
WISDOMTREE TR shareholders Q3 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