Total Clarity Wealth 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
Total Clarity Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$141,000
-19.9%
4,450
+9.9%
0.07%
-8.8%
Q4 2021$176,000
+10.0%
4,050
+2.5%
0.08%
+5.3%
Q3 2021$160,000
+8.8%
3,950
+107.9%
0.08%
-9.5%
Q1 2021$147,0001,9000.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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