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 | $261,825 | +77592.9% | 4,258 | -19.6% | 0.01% | -20.0% |
| Q2 2023 | $337 | +7.0% | 5,296 | +4.0% | 0.01% | 0.0% |
| Q1 2023 | $315 | 0.0% | 5,090 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $315 | -99.9% | 5,090 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $281,000 | -13.0% | 5,090 | -6.7% | 0.01% | -16.7% |
| Q2 2022 | $323,000 | -10.0% | 5,458 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $359,000 | +4.1% | 5,458 | +4.5% | 0.01% | +10.0% |
| Q4 2021 | $345,000 | +19.0% | 5,222 | +115.2% | 0.01% | 0.0% |
| Q3 2021 | $290,000 | -0.7% | 2,427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | +5.0% | 2,427 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $278,000 | +2.2% | 2,427 | -4.1% | 0.01% | 0.0% |
| Q4 2020 | $272,000 | +10.6% | 2,531 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $246,000 | +12.3% | 2,531 | +7.5% | 0.01% | 0.0% |
| Q2 2020 | $219,000 | +7.9% | 2,355 | +22.8% | 0.01% | +10.0% |
| Q4 2019 | $203,000 | -2.9% | 1,918 | -8.9% | 0.01% | -9.1% |
| Q3 2019 | $209,000 | -18.0% | 2,105 | -20.1% | 0.01% | -21.4% |
| Q2 2019 | $255,000 | 0.0% | 2,635 | -2.7% | 0.01% | -6.7% |
| Q1 2019 | $255,000 | -1.2% | 2,707 | -11.5% | 0.02% | -11.8% |
| Q4 2018 | $258,000 | -14.3% | 3,059 | -3.1% | 0.02% | 0.0% |
| Q3 2018 | $301,000 | +7.5% | 3,157 | +1.3% | 0.02% | 0.0% |
| Q2 2018 | $280,000 | +0.7% | 3,118 | -0.6% | 0.02% | -10.5% |
| Q1 2018 | $278,000 | +12.6% | 3,138 | +17.2% | 0.02% | +11.8% |
| Q4 2017 | $247,000 | +2.1% | 2,677 | -3.8% | 0.02% | 0.0% |
| Q3 2017 | $242,000 | +4.8% | 2,782 | +1.2% | 0.02% | 0.0% |
| Q2 2017 | $231,000 | +0.4% | 2,749 | -0.9% | 0.02% | 0.0% |
| Q1 2017 | $230,000 | -5.3% | 2,774 | -8.8% | 0.02% | -10.5% |
| Q4 2016 | $243,000 | +6.1% | 3,042 | +2.1% | 0.02% | -5.0% |
| Q3 2016 | $229,000 | +1.8% | 2,978 | +0.3% | 0.02% | 0.0% |
| Q2 2016 | $225,000 | -7.4% | 2,969 | -10.6% | 0.02% | -13.0% |
| Q1 2016 | $243,000 | -15.3% | 3,322 | -17.4% | 0.02% | -11.5% |
| Q4 2015 | $287,000 | +5.5% | 4,022 | -0.6% | 0.03% | -16.1% |
| Q3 2015 | $272,000 | -12.3% | 4,047 | -5.3% | 0.03% | -6.1% |
| Q2 2015 | $310,000 | -57.4% | 4,275 | -56.9% | 0.03% | -57.7% |
| Q1 2015 | $727,000 | -39.4% | 9,926 | -38.6% | 0.08% | -39.5% |
| Q4 2014 | $1,200,000 | +145.4% | 16,178 | +135.2% | 0.13% | +130.4% |
| Q3 2014 | $489,000 | -9.8% | 6,877 | -10.2% | 0.06% | -9.7% |
| Q2 2014 | $542,000 | -17.5% | 7,657 | -21.1% | 0.06% | -23.5% |
| Q1 2014 | $657,000 | +21.7% | 9,701 | +19.7% | 0.08% | +14.1% |
| Q4 2013 | $540,000 | +14.9% | 8,107 | +5.6% | 0.07% | -1.4% |
| Q3 2013 | $470,000 | -18.1% | 7,675 | -20.0% | 0.07% | -23.4% |
| Q2 2013 | $574,000 | – | 9,599 | – | 0.09% | – |
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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% |