HAZLETT, BURT & WATSON, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 305 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
HAZLETT, BURT & WATSON, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$405
+0.7%
5,569
+0.2%
0.21%
-13.3%
Q1 2024$402
+5.2%
5,559
-3.6%
0.24%
-6.2%
Q4 2023$382
+3.2%
5,765
-4.3%
0.26%
-6.9%
Q3 2023$370
-5.6%
6,022
-2.0%
0.28%
-5.5%
Q2 2023$392
+3.4%
6,146
+0.2%
0.29%
-5.8%
Q1 2023$379
-0.3%
6,133
+0.5%
0.31%
-7.2%
Q4 2022$380
-99.8%
6,104
+51.2%
0.33%
+54.6%
Q3 2022$223,000
-5.9%
4,037
+0.7%
0.22%
-0.5%
Q2 2022$237,000
-9.5%
4,008
+0.7%
0.22%
+4.3%
Q1 2022$262,0003,9820.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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