Treybourne Wealth Planners, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.

Quarter-by-quarter ownership
Treybourne Wealth Planners, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$2,586,000
+2.5%
21,493
-2.3%
1.60%
-8.5%
Q1 2021$2,522,000
-19.2%
21,988
-24.3%
1.75%
-22.3%
Q4 2020$3,122,00029,0412.25%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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