CALTON & ASSOCIATES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$1,642,259
+11.7%
26,509
-0.4%
0.64%
-24.5%
Q3 2022$1,470,000
-3.4%
26,612
+3.3%
0.84%
-0.5%
Q2 2022$1,522,000
+2278.1%
25,756
+3744.2%
0.85%
+5187.5%
Q4 2017$64,0006700.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 67,453$7,377,0005.70%
ShoreHaven Wealth Partners, LLC 91,381$9,823,0005.50%
IAG Wealth Partners, LLC 124,418$13,375,0005.46%
WADE G W & INC 723,879$77,817,0004.73%
TOBIAS FINANCIAL ADVISORS, INC. 74,984$8,061,0003.69%
Traverso Chambers Private Wealth Management, LLC 67,308$7,236,0002.60%
MOLLER WEALTH PARTNERS 52,706$5,666,0002.34%
Treybourne Wealth Planners, Inc. 29,041$3,122,0002.25%
M Holdings Securities, Inc. 162,290$17,446,0002.23%
Graves Light Lenhart Wealth, Inc. 106,748$11,475,0002.14%
View complete list of WISDOMTREE TR shareholders