Intrua Financial, LLC - 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
Intrua Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$251,883
-5.1%
4,116
-4.1%
0.05%
-14.8%
Q4 2022$265,393
+12.5%
4,293
+0.5%
0.06%
-3.2%
Q3 2022$236,000
-6.0%
4,271
+0.5%
0.06%
+18.9%
Q2 2022$251,000
-10.4%
4,249
-0.2%
0.05%
+6.0%
Q1 2022$280,000
+2.9%
4,258
+3.4%
0.05%
+4.2%
Q4 2021$272,000
+6.2%
4,116
+101.0%
0.05%
+2.1%
Q3 2021$256,000
+0.4%
2,048
+0.2%
0.05%
-23.0%
Q2 2021$255,000
-14.7%
2,043
-19.3%
0.06%
-19.7%
Q1 2021$299,000
+19.6%
2,532
+8.9%
0.08%
-32.1%
Q4 2020$250,0002,3250.11%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders