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 ↓
Congress Wealth Management LLC / DE / 59,360$3,650,0940.08%
Kestra Advisory Services, LLC 123,371$7,586,0830.08%
Rockefeller Capital Management L.P. 317,370$19,515,1330.08%
Moisand Fitzgerald Tamayo, LLC 5,664$348,2800.07%
Geneos Wealth Management Inc. 23,033$1,416,2770.07%
Atria Wealth Solutions, Inc. 83,620$5,141,7820.07%
First Heartland Consultants, Inc. 9,110$5600.07%
GYL FINANCIAL SYNERGIES, LLC 11,923$733,1450.07%
GM Advisory Group, LLC 13,556$833,5630.07%
LS Investment Advisors, LLC 5,800$356,6420.07%
FLOW TRADERS U.S. LLC 22,798$1,4020.07%
Peninsula Wealth, LLC 4,662$280,5730.07%
Cherry Tree Wealth Management, LLC 3,394$208,6980.06%
COZAD ASSET MANAGEMENT INC 7,520$462,4050.06%
Raymond James Financial Services Advisors, Inc. 540,203$33,217,0850.06%
Equitable Holdings, Inc. 64,266$3,951,7160.06%
EverSource Wealth Advisors, LLC 8,803$541,2960.06%
Sarasin & Partners LLP 72,482$4,456,9210.06%
Willow Creek Wealth Management Inc. 6,110$375,7040.06%
Insight Advisors, LLC/ PA 3,906$240,1800.06%
External links

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