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 ↓
360 Financial, Inc. 380,781$12,622,8967.85%
Key FInancial Inc 392,389$13,125,4124.42%
ShoreHaven Wealth Partners, LLC 187,622$6,275,9444.32%
Legacy Financial Advisors, Inc. 443,461$14,833,7862.97%
Systelligence, LLC 231,367$7,739,2262.17%
FFG RETIREMENT ADVISORS LLC 58,666$1,962,3781.63%
Collaborative Wealth Managment Inc. 70,954$2,373,4111.42%
KWB Wealth 180,691$6,472,3631.04%
Breakwater Capital Group 80,227$2,611,3890.90%
HOWARD WEALTH MANAGEMENT, LLC 28,023$937,3690.86%
View complete list of WISDOMTREE TR shareholders