Red Tortoise 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
Red Tortoise LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$861
-51.7%
14
-50.0%
0.00%0.0%
Q2 2023$1,781
-60.0%
28
-61.1%
0.00%
-66.7%
Q1 2023$4,454
-38.5%
72
-38.5%
0.00%
-40.0%
Q4 2022$7,248
-9.4%
117
-15.8%
0.01%
-16.7%
Q3 2021$8,0001390.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 382,803$23,538,5776.56%
FIDELIS iM, LLC 166,596$10,2446.00%
WADE G W & INC 2,083,938$128,1414.77%
Hibernia Wealth Partners, LLC 90,941$5,591,9694.33%
Traverso Chambers Private Wealth Management, LLC 249,510$15,342,3944.10%
Advisors Preferred, LLC 197,292$12,040,7313.91%
Revolve Wealth Partners, LLC 225,469$13,864,0603.19%
H&H Retirement Design & Management INC 72,720$4,478,1143.10%
Meridian Financial Partners LLC 41,403$2,5332.59%
Strategic Family Wealth Counselors, L.L.C. 84,723$5,209,6342.50%
View complete list of WISDOMTREE TR shareholders