Cherry Tree Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 340 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cherry Tree Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$246,914
+0.8%
3,3940.0%0.06%0.0%
Q1 2024$245,013
+8.8%
3,3940.0%0.06%
+3.3%
Q4 2023$225,294
+8.0%
3,3940.0%0.06%
-1.6%
Q3 2023$208,698
-12.6%
3,394
-9.6%
0.06%
-12.9%
Q2 2023$238,8823,7560.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 68,571$8,104,0006.10%
ShoreHaven Wealth Partners, LLC 94,710$10,861,0005.88%
IAG Wealth Partners, LLC 130,910$15,013,0005.72%
WADE G W & INC 730,490$83,773,0004.46%
TOBIAS FINANCIAL ADVISORS, INC. 83,038$9,523,0004.04%
Traverso Chambers Private Wealth Management, LLC 67,250$7,712,0002.60%
Key FInancial Inc 32,994$3,784,0002.49%
MOLLER WEALTH PARTNERS 56,011$6,423,0002.24%
Graves Light Lenhart Wealth, Inc. 105,031$12,045,0002.06%
LAKE STREET PRIVATE WEALTH, LLC 55,490$6,364,0001.76%
View complete list of WISDOMTREE TR shareholders