WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,508,671 | -3.8% | 40,798 | -0.5% | 0.08% | -1.2% |
| Q2 2023 | $2,607,475 | -6.5% | 40,998 | -9.0% | 0.08% | -11.7% |
| Q1 2023 | $2,787,785 | -1.6% | 45,066 | -1.4% | 0.09% | -9.6% |
| Q4 2022 | $2,832,789 | -46.1% | 45,727 | -48.5% | 0.10% | -2.8% |
| Q2 2022 | $5,252,000 | +79.9% | 88,854 | +100.0% | 0.11% | +5.9% |
| Q1 2022 | $2,920,000 | -8.7% | 44,427 | -8.3% | 0.10% | +1.0% |
| Q4 2021 | $3,199,000 | +7.7% | 48,438 | +94.1% | 0.10% | -30.6% |
| Q3 2021 | $2,971,000 | -3.5% | 24,957 | -2.5% | 0.14% | +16.1% |
| Q2 2021 | $3,080,000 | – | 25,603 | – | 0.12% | – |
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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% |