Treybourne Wealth Planners, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 241 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 ↓
Meridian Financial Partners LLC 68,571$8,104,0006.10%
ShoreHaven Wealth Partners, LLC 94,710$10,861,0005.88%
IAG Wealth Partners, LLC 130,910$15,013,0005.72%
WADE G W & INC 730,490$83,773,0004.46%
TOBIAS FINANCIAL ADVISORS, INC. 83,038$9,523,0004.04%
Traverso Chambers Private Wealth Management, LLC 67,250$7,712,0002.60%
Key FInancial Inc 32,994$3,784,0002.49%
MOLLER WEALTH PARTNERS 56,011$6,423,0002.24%
Graves Light Lenhart Wealth, Inc. 105,031$12,045,0002.06%
LAKE STREET PRIVATE WEALTH, LLC 55,490$6,364,0001.76%
View complete list of WISDOMTREE TR shareholders