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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,922 | -3.3% | 4,780 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $304,008 | +2.8% | 4,780 | 0.0% | 0.02% | -27.3% |
| Q1 2023 | $295,691 | -10.1% | 4,780 | -10.0% | 0.03% | -13.2% |
| Q4 2022 | $329,078 | +11.9% | 5,312 | 0.0% | 0.04% | +5.6% |
| Q3 2022 | $294,000 | -6.4% | 5,312 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $314,000 | -10.0% | 5,312 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $349,000 | -0.6% | 5,312 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $351,000 | +10.7% | 5,312 | +100.0% | 0.03% | +10.0% |
| Q3 2021 | $317,000 | -0.9% | 2,656 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $320,000 | +4.9% | 2,656 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $305,000 | +6.6% | 2,656 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $286,000 | +8.7% | 2,656 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $263,000 | +6.0% | 2,656 | 0.0% | 0.03% | -3.1% |
| Q2 2020 | $248,000 | +9.7% | 2,656 | 0.0% | 0.03% | -5.9% |
| Q1 2020 | $226,000 | -20.1% | 2,656 | 0.0% | 0.03% | +3.0% |
| Q4 2019 | $283,000 | +10.1% | 2,656 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $257,000 | -34.3% | 2,656 | -34.1% | 0.03% | -34.0% |
| Q2 2019 | $391,000 | +2.9% | 4,031 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $380,000 | +6.4% | 4,031 | -4.7% | 0.05% | -5.8% |
| Q4 2018 | $357,000 | -11.6% | 4,231 | 0.0% | 0.05% | +6.1% |
| Q3 2018 | $404,000 | +6.3% | 4,231 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $380,000 | -8.4% | 4,231 | -9.8% | 0.05% | -10.9% |
| Q1 2018 | $415,000 | -9.2% | 4,691 | -5.5% | 0.06% | -6.8% |
| Q4 2017 | $457,000 | +6.0% | 4,966 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $431,000 | +3.1% | 4,966 | 0.0% | 0.06% | -16.7% |
| Q2 2017 | $418,000 | -4.1% | 4,966 | -5.5% | 0.07% | -6.5% |
| Q1 2017 | $436,000 | +3.8% | 5,256 | 0.0% | 0.08% | -3.8% |
| Q4 2016 | $420,000 | +3.7% | 5,256 | 0.0% | 0.08% | 0.0% |
| Q3 2016 | $405,000 | +1.8% | 5,256 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $398,000 | -3.9% | 5,256 | -6.8% | 0.08% | -8.1% |
| Q1 2016 | $414,000 | -15.0% | 5,642 | -17.6% | 0.09% | -18.1% |
| Q4 2015 | $487,000 | +5.6% | 6,850 | 0.0% | 0.10% | +2.9% |
| Q3 2015 | $461,000 | -7.2% | 6,850 | 0.0% | 0.10% | +2.0% |
| Q2 2015 | $497,000 | -1.0% | 6,850 | 0.0% | 0.10% | +1.0% |
| Q1 2015 | $502,000 | -11.5% | 6,850 | -10.5% | 0.10% | -13.2% |
| Q4 2014 | $567,000 | +0.2% | 7,650 | -3.8% | 0.11% | -0.9% |
| Q3 2014 | $566,000 | -3.1% | 7,950 | -3.6% | 0.12% | 0.0% |
| Q2 2014 | $584,000 | +4.7% | 8,250 | 0.0% | 0.12% | 0.0% |
| Q1 2014 | $558,000 | +1.6% | 8,250 | 0.0% | 0.12% | -1.7% |
| Q4 2013 | $549,000 | +6.8% | 8,250 | -1.8% | 0.12% | -0.8% |
| Q3 2013 | $514,000 | -10.0% | 8,405 | -11.9% | 0.12% | -16.9% |
| Q2 2013 | $571,000 | – | 9,545 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |