BAKER TILLY WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 89 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$222,000
+7.8%
5,1000.0%0.02%
-11.1%
Q3 2021$206,000
-2.4%
5,100
+0.6%
0.03%
-20.6%
Q2 2021$211,0005,0700.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 380,781$12,622,8967.85%
Key FInancial Inc 392,389$13,125,4124.42%
ShoreHaven Wealth Partners, LLC 187,622$6,275,9444.32%
Legacy Financial Advisors, Inc. 443,461$14,833,7862.97%
Systelligence, LLC 231,367$7,739,2262.17%
FFG RETIREMENT ADVISORS LLC 58,666$1,962,3781.63%
Collaborative Wealth Managment Inc. 70,954$2,373,4111.42%
KWB Wealth 180,691$6,472,3631.04%
Breakwater Capital Group 80,227$2,611,3890.90%
HOWARD WEALTH MANAGEMENT, LLC 28,023$937,3690.86%
View complete list of WISDOMTREE TR shareholders