NBC SECURITIES, INC. - 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
NBC SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$189
+0.5%
2,6090.0%0.02%
-5.6%
Q1 2024$188
+9.9%
2,609
+0.9%
0.02%
+5.9%
Q4 2023$171
-1.7%
2,585
-8.7%
0.02%
-10.5%
Q3 2023$1742,8310.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Private Vista, LLC 581,990$38,034,00017.27%
WADE G W & INC 301,653$21,460,0004.51%
Live Your Vision, LLC 108,239$7,700,0003.70%
RiverFront Investment Group, LLC 1,477,297$105,094,0003.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 423,422$30,122,0002.97%
Paracle Advisors, LLC 49,850$3,546,0002.01%
Private Wealth Advisors, Inc. 47,977$3,413,0001.92%
MISSION WEALTH MANAGEMENT, LP 79,886$5,683,0001.60%
Stratos Wealth Partners, LTD. 267,253$19,012,0001.58%
SHINE INVESTMENT ADVISORY SERVICES INC 20,626$1,467,000,0001.45%
View complete list of WISDOMTREE TR shareholders