Addison Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Addison Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$1,0000.0%10
+100.0%
0.00%0.0%
Q3 2021$1,0000.0%50.0%0.00%0.0%
Q2 2021$1,00050.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Revolve Wealth Partners, LLC 555,731$30,710,00010.26%
ShoreHaven Wealth Partners, LLC 220,948$12,209,0009.32%
IAG Wealth Partners, LLC 357,289$19,744,0006.56%
FIDELIS iM, LLC 148,912$8,229,0005.74%
Amplius Wealth Advisors, LLC 500,306$27,647,0004.94%
TOBIAS FINANCIAL ADVISORS, INC. 215,181$11,891,0004.20%
WADE G W & INC 1,547,096$85,493,0004.19%
Traverso Chambers Private Wealth Management, LLC 244,499$13,511,0004.14%
Meridian Financial Partners LLC 49,932$2,813,0003.99%
Prestige Wealth Management Group LLC 184,658$10,204,0002.87%
View complete list of WISDOMTREE TR shareholders