Live Oak Investment Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$833,007
-7.2%
13,547
-4.0%
0.72%
-4.1%
Q2 2023$897,201
+2.8%
14,1070.0%0.75%
-2.2%
Q1 2023$872,652
+4.8%
14,107
+5.0%
0.77%
+0.3%
Q4 2022$832,47713,4380.76%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders