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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $423,000 | +1.4% | 4,720 | 0.0% | 0.09% | +11.0% |
| Q1 2018 | $417,000 | -4.1% | 4,720 | 0.0% | 0.08% | -2.4% |
| Q4 2017 | $435,000 | -1.8% | 4,720 | -7.5% | 0.08% | -5.6% |
| Q3 2017 | $443,000 | +3.3% | 5,100 | 0.0% | 0.09% | +2.3% |
| Q2 2017 | $429,000 | +1.4% | 5,100 | 0.0% | 0.09% | +4.8% |
| Q1 2017 | $423,000 | +3.9% | 5,100 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $407,000 | +1.8% | 5,100 | -1.9% | 0.08% | +2.5% |
| Q3 2016 | $400,000 | +1.5% | 5,200 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $394,000 | +3.1% | 5,200 | 0.0% | 0.08% | -15.8% |
| Q1 2016 | $382,000 | +3.2% | 5,200 | 0.0% | 0.10% | +4.4% |
| Q4 2015 | $370,000 | +5.7% | 5,200 | 0.0% | 0.09% | +18.2% |
| Q3 2015 | $350,000 | -7.2% | 5,200 | 0.0% | 0.08% | +1.3% |
| Q2 2015 | $377,000 | -1.0% | 5,200 | 0.0% | 0.08% | +8.6% |
| Q1 2015 | $381,000 | -1.3% | 5,200 | 0.0% | 0.07% | -1.4% |
| Q4 2014 | $386,000 | – | 5,200 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |