Waypoint Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
Waypoint Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$326,000
-6.6%
5,9040.0%0.14%
-10.1%
Q2 2022$349,000
-10.1%
5,9040.0%0.16%
-30.7%
Q1 2022$388,000
-0.5%
5,9040.0%0.23%
-14.9%
Q4 2021$390,0005,9040.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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