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 ↓
Bristlecone Advisors, LLC 191,338$11,765,3821.32%
Evercore Wealth Management, LLC 1,092,281$67,164,3581.26%
Graves Light Lenhart Wealth, Inc. 142,593$8,672,4771.18%
COMERICA SECURITIES,INC. 204,818$12,594,2571.05%
Team Financial Group, LLC 20,334$1,250,3581.03%
Resurgent Financial Advisors LLC 24,567$1,510,6371.03%
True Wealth Design, LLC 45,477$2,796,3860.94%
IFG Advisory, LLC 160,322$9,858,2540.83%
Live Oak Investment Partners 13,547$833,0070.72%
ShoreHaven Wealth Partners, LLC 16,530$1,016,4520.70%
REDMONT WEALTH ADVISORS LLC 6,461$397,2870.70%
WealthTrust Asset Management, LLC 11,747$722,3230.67%
Stratos Wealth Partners, LTD. 495,826$30,488,3430.66%
Alta Wealth Advisors LLC 17,420$1,071,1560.66%
Truadvice, LLC 26,095$1,612,9370.63%
OPTIONS SOLUTIONS, LLC 9,000$553,4100.60%
Clearwater Capital Advisors, LLC 79,394$4,881,9380.60%
Family Asset Management, LLC 12,624$776,2500.57%
1900 WEALTH MANAGEMENT LLC 92,214$5,670,2410.56%
Ethos Financial Group, LLC 32,610$2,099,4520.54%
External links

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