WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 356 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $272,813 | +0.8% | 3,750 | 0.0% | 0.04% | -2.6% |
| Q1 2024 | $270,713 | +8.8% | 3,750 | 0.0% | 0.04% | +2.7% |
| Q4 2023 | $248,925 | +8.0% | 3,750 | 0.0% | 0.04% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |