WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,192 | -3.3% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $353,934 | +2.8% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $344,251 | +99682.9% | 5,565 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $345 | -99.9% | 5,565 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $308,000 | -6.4% | 5,565 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $329,000 | +0.9% | 5,565 | +12.1% | 0.01% | +27.3% |
| Q1 2022 | $326,000 | -0.6% | 4,966 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $328,000 | -44.6% | 4,966 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $592,000 | +98.0% | 4,966 | +100.0% | 0.01% | +9.1% |
| Q2 2021 | $299,000 | +4.9% | 2,483 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $285,000 | -32.9% | 2,483 | -37.2% | 0.01% | -40.0% |
| Q4 2020 | $425,000 | +10.7% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $384,000 | -0.3% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $385,000 | +20.3% | 3,956 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $320,000 | -23.6% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $419,000 | +6.9% | 3,956 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $392,000 | +2.3% | 3,956 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $383,000 | +2.7% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $373,000 | +11.7% | 3,956 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $334,000 | -26.4% | 3,956 | -16.8% | 0.02% | -11.5% |
| Q3 2018 | $454,000 | +6.3% | 4,756 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $427,000 | +1.4% | 4,756 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $421,000 | +15.7% | 4,756 | +20.2% | 0.03% | +17.4% |
| Q4 2017 | $364,000 | +5.8% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $344,000 | +3.3% | 3,956 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $333,000 | +1.5% | 3,956 | 0.0% | 0.02% | +4.5% |
| Q1 2017 | $328,000 | – | 3,956 | – | 0.02% | – |
Download | ||||||
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% |