Family Asset Management, 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
Family Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$776,250
-10.8%
12,624
-7.8%
0.57%
-2.6%
Q2 2023$870,684
+0.1%
13,690
-2.6%
0.59%
-7.4%
Q1 2023$869,504
-12.6%
14,056
-12.5%
0.64%
-23.1%
Q4 2022$995,04116,0620.83%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Vista, LLC 295,027$28,149,0005.76%
RED CEDAR INVESTMENT MANAGEMENT, LLC 201,202$19,197,0005.68%
WADE G W & INC 367,210$35,035,0003.72%
Clearwater Capital Advisors, LLC 146,185$13,948,0002.72%
Live Your Vision, LLC 77,506$7,395,0002.35%
Guidant Wealth Advisors 109,981$5,347,0002.23%
RiverFront Investment Group, LLC 977,654$93,277,0002.20%
PagnatoKarp Partners LLC 68,219$6,509,0001.90%
Vestpro Financial Partners, Inc. dba CPF Texas 38,132$3,638,0001.73%
CX Institutional 53,235$5,079,0001.68%
View complete list of WISDOMTREE TR shareholders