PSI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 310 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$84,827
+0.8%
1,1660.0%0.03%
-10.0%
Q1 2024$84,173
+5.5%
1,166
-3.0%
0.03%0.0%
Q4 2023$79,789
+7.2%
1,202
-0.7%
0.03%
-6.2%
Q3 2023$74,403
-3.3%
1,2100.0%0.03%
-5.9%
Q2 2023$76,957
-6.3%
1,210
-8.9%
0.03%
-15.0%
Q1 2023$82,149
-19.4%
1,328
-19.3%
0.04%
-25.9%
Q4 2022$101,970
+15.9%
1,646
+2.5%
0.05%
+17.4%
Q3 2022$88,000
-35.8%
1,606
-31.0%
0.05%
-31.3%
Q2 2022$137,000
-11.0%
2,326
-0.3%
0.07%
+6.3%
Q1 2022$154,000
-22.6%
2,334
-22.4%
0.06%
-22.2%
Q4 2021$199,000
+6.4%
3,008
+91.5%
0.08%
-5.8%
Q3 2021$187,000
-23.0%
1,571
-30.7%
0.09%
-48.8%
Q4 2020$243,000
-19.0%
2,266
-26.7%
0.17%
-26.6%
Q3 2020$300,000
+3.1%
3,092
-1.5%
0.23%
-2.6%
Q2 2020$291,000
-4.9%
3,138
-17.2%
0.24%
-16.4%
Q1 2020$306,000
-63.7%
3,788
-52.4%
0.28%
-48.2%
Q4 2019$843,0007,9590.54%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Waterway Wealth Management, LLC 515,563$37,506,70918.40%
Fox Financial, Inc 253,851$18,467,77417.03%
IAG Wealth Partners, LLC 409,415$29,785,0805.98%
Fairway Wealth LLC 113,141$8,230,9894.85%
H&H Retirement Design & Management INC 66,105$4,955,2313.06%
LRI Investments, LLC 338,973$24,660,2862.81%
Revolve Wealth Partners, LLC 217,668$15,835,3722.60%
Strategic Family Wealth Counselors, L.L.C. 91,499$6,656,5692.53%
Advisors Preferred, LLC 181,820$13,216,4962.29%
MOLLER WEALTH PARTNERS 96,218$6,999,8521.87%
View complete list of WISDOMTREE TR shareholders