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 ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |