PCG Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$247,205
-4.0%
4,020
-0.7%
0.16%
+1.2%
Q2 2023$257,639
+12.9%
4,050
+9.8%
0.16%
+11.1%
Q1 2023$228,3013,6900.14%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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