Total Clarity Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Total Clarity Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$17,000
-10.5%
2860.0%0.01%0.0%
Q4 2021$19,000
+11.8%
286
+100.0%
0.01%
+12.5%
Q3 2021$17,000
+6.2%
1430.0%0.01%
-11.1%
Q1 2021$16,000
+6.7%
1430.0%0.01%
-18.2%
Q4 2019$15,0001430.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
ShoreHaven Wealth Partners, LLC 159,187$10,124,2856.77%
IAG Wealth Partners, LLC 379,400$24,129,8126.38%
BMS Financial Advisors, LLC 147,770$9,398,1726.13%
FIDELIS iM, LLC 165,376$10,517,8915.98%
WADE G W & INC 2,073,620$131,8824.79%
Traverso Chambers Private Wealth Management, LLC 249,625$15,876,1334.17%
M Holdings Securities, Inc. 294,424$18,7253.86%
Revolve Wealth Partners, LLC 236,999$15,073,1163.53%
TOBIAS FINANCIAL ADVISORS, INC. 191,181$12,159,1093.28%
H&H Retirement Design & Management INC 73,165$4,688,4003.11%
View complete list of WISDOMTREE TR shareholders