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 | $867 | +51.6% | 14,100 | +56.7% | 0.00% | 0.0% |
| Q2 2023 | $572 | -99.8% | 9,000 | +57.9% | 0.00% | – |
| Q3 2022 | $315,000 | -33.4% | 5,700 | -20.8% | 0.00% | -100.0% |
| Q1 2022 | $473,000 | -61.1% | 7,200 | -60.9% | 0.00% | -50.0% |
| Q4 2021 | $1,215,000 | +197.1% | 18,400 | +384.2% | 0.00% | – |
| Q4 2020 | $409,000 | -25.8% | 3,800 | -26.9% | 0.00% | – |
| Q4 2019 | $551,000 | +131.5% | 5,200 | +116.7% | 0.00% | – |
| Q3 2019 | $238,000 | -27.7% | 2,400 | -29.4% | 0.00% | – |
| Q2 2019 | $329,000 | +27.5% | 3,400 | +25.9% | 0.00% | – |
| Q3 2018 | $258,000 | -50.1% | 2,700 | -53.4% | 0.00% | – |
| Q2 2018 | $517,000 | +101.2% | 5,800 | +100.0% | 0.00% | – |
| Q1 2018 | $257,000 | – | 2,900 | – | 0.00% | – |
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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% |