LRI Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 356 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$24,660,286
+0.7%
338,973
-0.1%
2.81%
-54.6%
Q1 2024$24,500,059339,3836.19%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Revolve Wealth Partners, LLC 547,373$32,350,00010.62%
ShoreHaven Wealth Partners, LLC 187,285$11,068,0007.95%
IAG Wealth Partners, LLC 339,423$20,060,0006.56%
FIDELIS iM, LLC 138,346$8,176,0005.46%
TOBIAS FINANCIAL ADVISORS, INC. 206,337$12,195,0004.10%
Amplius Wealth Advisors, LLC 424,887$25,110,0004.06%
WADE G W & INC 1,493,241$88,251,0004.00%
Virginia National Bank 32,464$1,919,0003.00%
Prestige Wealth Management Group LLC 184,097$10,880,0002.95%
Traverso Chambers Private Wealth Management, LLC 137,377$8,119,0002.72%
View complete list of WISDOMTREE TR shareholders