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 | $4,863,398 | -1.4% | 79,092 | +1.9% | 0.05% | +1.9% |
| Q2 2023 | $4,934,293 | +5.8% | 77,583 | +2.9% | 0.05% | 0.0% |
| Q1 2023 | $4,662,451 | -3.7% | 75,371 | -3.6% | 0.05% | -8.8% |
| Q4 2022 | $4,842,797 | -0.2% | 78,172 | -11.0% | 0.06% | -10.9% |
| Q3 2022 | $4,853,000 | -9.2% | 87,812 | -2.9% | 0.06% | -4.5% |
| Q2 2022 | $5,344,000 | -14.7% | 90,418 | -5.2% | 0.07% | -1.5% |
| Q1 2022 | $6,266,000 | -16.6% | 95,343 | -16.2% | 0.07% | -15.0% |
| Q4 2021 | $7,513,000 | +14.5% | 113,769 | +106.8% | 0.08% | +5.3% |
| Q3 2021 | $6,563,000 | +5.1% | 55,014 | +6.0% | 0.08% | +4.1% |
| Q2 2021 | $6,245,000 | +3.9% | 51,905 | -1.0% | 0.07% | -5.2% |
| Q1 2021 | $6,013,000 | +4.1% | 52,435 | -2.4% | 0.08% | -12.5% |
| Q4 2020 | $5,777,000 | +8.7% | 53,742 | -1.9% | 0.09% | -5.4% |
| Q3 2020 | $5,317,000 | +10.2% | 54,787 | +5.4% | 0.09% | +3.3% |
| Q2 2020 | $4,826,000 | +21.9% | 51,964 | +6.3% | 0.09% | +16.9% |
| Q1 2020 | $3,958,000 | -24.3% | 48,897 | -1.0% | 0.08% | -9.4% |
| Q4 2019 | $5,231,000 | +9.3% | 49,377 | +2.2% | 0.08% | -1.2% |
| Q3 2019 | $4,784,000 | +12.1% | 48,293 | +9.6% | 0.09% | +7.5% |
| Q2 2019 | $4,268,000 | +9.2% | 44,046 | +6.2% | 0.08% | +19.4% |
| Q1 2019 | $3,909,000 | +16.1% | 41,484 | +4.1% | 0.07% | +1.5% |
| Q4 2018 | $3,366,000 | -7.1% | 39,854 | +5.0% | 0.07% | +3.1% |
| Q3 2018 | $3,623,000 | +232.7% | 37,970 | +212.9% | 0.06% | +204.8% |
| Q2 2018 | $1,089,000 | -0.1% | 12,134 | -1.4% | 0.02% | -8.7% |
| Q1 2018 | $1,090,000 | -8.2% | 12,312 | -4.5% | 0.02% | -8.0% |
| Q4 2017 | $1,188,000 | +10.5% | 12,892 | +4.1% | 0.02% | +19.0% |
| Q3 2017 | $1,075,000 | +10.4% | 12,381 | +6.8% | 0.02% | -4.5% |
| Q2 2017 | $974,000 | +60.2% | 11,591 | +58.0% | 0.02% | +46.7% |
| Q1 2017 | $608,000 | +32.8% | 7,338 | +28.0% | 0.02% | +50.0% |
| Q4 2016 | $458,000 | +50.2% | 5,734 | +44.3% | 0.01% | +25.0% |
| Q3 2016 | $305,000 | +42.5% | 3,973 | +40.5% | 0.01% | +33.3% |
| Q2 2016 | $214,000 | +2.9% | 2,827 | -0.5% | 0.01% | 0.0% |
| Q1 2016 | $208,000 | +43.4% | 2,840 | +38.7% | 0.01% | +20.0% |
| Q4 2015 | $145,000 | +22.9% | 2,047 | +15.9% | 0.01% | +25.0% |
| Q3 2015 | $118,000 | 0.0% | 1,766 | +8.1% | 0.00% | 0.0% |
| Q2 2015 | $118,000 | +68.6% | 1,634 | +69.0% | 0.00% | +100.0% |
| Q1 2015 | $70,000 | -66.0% | 967 | -65.4% | 0.00% | -71.4% |
| Q4 2014 | $206,000 | – | 2,791 | – | 0.01% | – |
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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% |