Procyon Advisors, 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
Procyon Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$961,000
-31.3%
24,200
-24.6%
0.20%
-33.6%
Q4 2021$1,399,000
+9.2%
32,113
+1.4%
0.30%
-8.6%
Q3 2021$1,281,00031,6620.33%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 59,852$2,422,0001.75%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 72,634$2,938,0001.68%
ShoreHaven Wealth Partners, LLC 78,430$3,173,0001.65%
SENTINEL PENSION ADVISORS INC 71,149$2,879,0000.98%
Quantitative Advantage, LLC 110,983$4,490,0000.76%
Key FInancial Inc 31,983$1,294,0000.73%
HOWARD WEALTH MANAGEMENT, LLC 28,117$1,137,0000.64%
Secure Asset Management, LLC 31,828$1,288,0000.64%
LEVEL FOUR ADVISORY SERVICES, LLC 135,201$5,470,0000.57%
TFG Advisers LLC 29,013$1,174,0000.57%
View complete list of WISDOMTREE TR shareholders