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 | $230,588 | +96380.3% | 3,750 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $239 | +3.0% | 3,750 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $232 | 0.0% | 3,750 | 0.0% | 0.04% | -7.1% |
| Q4 2022 | $232 | -99.9% | 3,750 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $207,000 | -6.8% | 3,750 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $222,000 | -9.8% | 3,750 | 0.0% | 0.04% | +7.7% |
| Q1 2022 | $246,000 | -0.8% | 3,750 | 0.0% | 0.04% | +8.3% |
| Q4 2021 | $248,000 | +10.7% | 3,750 | +100.0% | 0.04% | +2.9% |
| Q3 2021 | $224,000 | -0.9% | 1,875 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $226,000 | +5.1% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $215,000 | +6.4% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $202,000 | – | 1,875 | – | 0.04% | – |
Download | ||||||
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% |