CFS Investment Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,0000.0%88,416
-15.9%
0.00%
-100.0%
Q1 2022$2,000105,1520.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
ShoreHaven Wealth Partners, LLC 159,187$10,124,2856.77%
IAG Wealth Partners, LLC 379,400$24,129,8126.38%
BMS Financial Advisors, LLC 147,770$9,398,1726.13%
FIDELIS iM, LLC 165,376$10,517,8915.98%
WADE G W & INC 2,073,620$131,8824.79%
Traverso Chambers Private Wealth Management, LLC 249,625$15,876,1334.17%
M Holdings Securities, Inc. 294,424$18,7253.86%
Revolve Wealth Partners, LLC 236,999$15,073,1163.53%
TOBIAS FINANCIAL ADVISORS, INC. 191,181$12,159,1093.28%
H&H Retirement Design & Management INC 73,165$4,688,4003.11%
View complete list of WISDOMTREE TR shareholders