WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |