WISDOMTREE TR shareholders Q3 2023

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 382,803$23,538,5776.56%
FIDELIS iM, LLC 166,596$10,2446.00%
WADE G W & INC 2,083,938$128,1414.77%
Hibernia Wealth Partners, LLC 90,941$5,591,9694.33%
Traverso Chambers Private Wealth Management, LLC 249,510$15,342,3944.10%
Advisors Preferred, LLC 197,292$12,040,7313.91%
Revolve Wealth Partners, LLC 225,469$13,864,0603.19%
H&H Retirement Design & Management INC 72,720$4,478,1143.10%
Meridian Financial Partners LLC 41,403$2,5332.59%
Strategic Family Wealth Counselors, L.L.C. 84,723$5,209,6342.50%
LAKE STREET PRIVATE WEALTH, LLC 185,088$11,429,1732.06%
TOBIAS FINANCIAL ADVISORS, INC. 124,306$7,643,5952.01%
MOLLER WEALTH PARTNERS 101,216$6,223,7511.98%
GREAT VALLEY ADVISOR GROUP, INC. 707,530$43,505,9851.80%
Avant Capital LLC 24,386$1,499,5161.71%
Key FInancial Inc 79,960$4,916,7611.66%
Main Street Financial Solutions, LLC 180,759$11,114,8901.57%
Virginia National Bank 5,064$311,3851.42%
Almanack Investment Partners, LLC. 116,740$7,178,3431.39%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 650,558$40,002,8411.38%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.