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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,243,499 | -11.9% | 296,691 | -8.9% | 0.02% | -11.8% |
| Q2 2023 | $20,710,206 | +0.4% | 325,632 | -2.3% | 0.02% | -5.6% |
| Q1 2023 | $20,623,808 | -38.0% | 333,395 | -37.9% | 0.02% | -41.9% |
| Q4 2022 | $33,238,638 | +15.6% | 536,539 | +3.1% | 0.03% | +6.9% |
| Q3 2022 | $28,745,000 | +75.4% | 520,172 | +87.5% | 0.03% | +81.2% |
| Q2 2022 | $16,392,000 | +1.1% | 277,357 | +12.5% | 0.02% | +14.3% |
| Q1 2022 | $16,206,000 | +7.7% | 246,590 | +8.2% | 0.01% | +16.7% |
| Q4 2021 | $15,046,000 | +8.4% | 227,827 | +95.7% | 0.01% | 0.0% |
| Q3 2021 | $13,886,000 | +2.0% | 116,409 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $13,608,000 | +8.5% | 113,102 | +3.4% | 0.01% | -7.7% |
| Q1 2021 | $12,544,000 | +2.1% | 109,380 | -4.3% | 0.01% | 0.0% |
| Q4 2020 | $12,292,000 | +7.4% | 114,348 | -3.0% | 0.01% | -7.1% |
| Q3 2020 | $11,442,000 | -6.9% | 117,905 | -10.9% | 0.01% | -12.5% |
| Q2 2020 | $12,293,000 | -13.5% | 132,350 | -24.6% | 0.02% | -30.4% |
| Q1 2020 | $14,204,000 | -62.9% | 175,485 | -51.4% | 0.02% | -53.1% |
| Q4 2019 | $38,258,000 | -4.0% | 361,164 | -10.2% | 0.05% | -12.5% |
| Q3 2019 | $39,839,000 | +7.7% | 402,128 | +5.3% | 0.06% | +5.7% |
| Q2 2019 | $37,004,000 | +51.5% | 381,879 | +47.3% | 0.05% | +43.2% |
| Q1 2019 | $24,424,000 | +9.0% | 259,227 | -2.3% | 0.04% | -5.1% |
| Q4 2018 | $22,406,000 | -12.8% | 265,320 | -1.4% | 0.04% | -2.5% |
| Q3 2018 | $25,682,000 | +5.7% | 269,173 | -0.6% | 0.04% | -2.4% |
| Q2 2018 | $24,293,000 | -1.8% | 270,674 | -3.2% | 0.04% | -6.8% |
| Q1 2018 | $24,732,000 | -6.7% | 279,491 | -2.8% | 0.04% | -10.2% |
| Q4 2017 | $26,494,000 | +9.7% | 287,597 | +3.4% | 0.05% | +2.1% |
| Q3 2017 | $24,148,000 | +4.9% | 278,081 | +1.6% | 0.05% | -4.0% |
| Q2 2017 | $23,017,000 | +1.1% | 273,756 | -0.3% | 0.05% | -5.7% |
| Q1 2017 | $22,767,000 | -2.0% | 274,529 | -5.5% | 0.05% | -10.2% |
| Q4 2016 | $23,220,000 | +2.2% | 290,617 | -1.5% | 0.06% | -4.8% |
| Q3 2016 | $22,717,000 | -10.6% | 295,058 | -12.1% | 0.06% | -22.5% |
| Q2 2016 | $25,422,000 | +2.1% | 335,554 | -1.0% | 0.08% | -4.8% |
| Q1 2016 | $24,887,000 | -32.0% | 339,054 | -34.1% | 0.08% | -35.9% |
| Q4 2015 | $36,597,000 | +10.5% | 514,439 | +4.5% | 0.13% | -3.0% |
| Q3 2015 | $33,122,000 | -15.5% | 492,147 | -9.0% | 0.14% | -10.0% |
| Q2 2015 | $39,201,000 | +67.8% | 540,772 | +69.7% | 0.15% | +45.6% |
| Q1 2015 | $23,359,000 | -7.9% | 318,679 | -6.9% | 0.10% | -16.9% |
| Q4 2014 | $25,375,000 | +244.1% | 342,169 | +230.2% | 0.12% | +195.2% |
| Q3 2014 | $7,375,000 | -22.2% | 103,622 | -22.6% | 0.04% | -27.6% |
| Q2 2014 | $9,483,000 | +0.4% | 133,915 | -4.1% | 0.06% | -10.8% |
| Q1 2014 | $9,449,000 | +2.6% | 139,681 | +0.9% | 0.06% | -5.8% |
| Q4 2013 | $9,211,000 | +21.8% | 138,435 | +12.1% | 0.07% | +6.2% |
| Q3 2013 | $7,560,000 | -10.6% | 123,503 | -12.7% | 0.06% | -18.8% |
| Q2 2013 | $8,457,000 | – | 141,405 | – | 0.08% | – |
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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% |