Treybourne Wealth Planners, Inc. - WISDOMTREE TR ownership

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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%.

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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$3,122,000–29,041–2.25%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2020
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