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 | $4,196,926 | +20.5% | 68,254 | +24.6% | 0.01% | 0.0% |
| Q2 2023 | $3,483,492 | +13.2% | 54,772 | +10.1% | 0.01% | +25.0% |
| Q1 2023 | $3,078,168 | +15.3% | 49,760 | +15.4% | 0.00% | 0.0% |
| Q4 2022 | $2,670,503 | +104.6% | 43,108 | +82.4% | 0.00% | +100.0% |
| Q3 2022 | $1,305,000 | +1.8% | 23,628 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $1,282,000 | -28.2% | 21,675 | -20.2% | 0.00% | -33.3% |
| Q1 2022 | $1,785,000 | +10.0% | 27,157 | +10.5% | 0.00% | 0.0% |
| Q4 2021 | $1,622,000 | +29.3% | 24,570 | +133.6% | 0.00% | +50.0% |
| Q3 2021 | $1,254,000 | +9.0% | 10,518 | +10.0% | 0.00% | 0.0% |
| Q2 2021 | $1,150,000 | +5.6% | 9,558 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $1,089,000 | +1.8% | 9,488 | -4.6% | 0.00% | 0.0% |
| Q4 2020 | $1,070,000 | +2.8% | 9,950 | -7.3% | 0.00% | -33.3% |
| Q3 2020 | $1,041,000 | +5.4% | 10,729 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $988,000 | +8.3% | 10,640 | -5.6% | 0.00% | -25.0% |
| Q1 2020 | $912,000 | -15.9% | 11,268 | +10.0% | 0.00% | 0.0% |
| Q4 2019 | $1,085,000 | +17.3% | 10,240 | +9.7% | 0.00% | 0.0% |
| Q3 2019 | $925,000 | +19.0% | 9,336 | +16.4% | 0.00% | +33.3% |
| Q2 2019 | $777,000 | +87.7% | 8,018 | +82.4% | 0.00% | +50.0% |
| Q1 2019 | $414,000 | +12.2% | 4,396 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $369,000 | -15.6% | 4,373 | -4.4% | 0.00% | 0.0% |
| Q3 2018 | $437,000 | +15.0% | 4,576 | +8.2% | 0.00% | 0.0% |
| Q2 2018 | $380,000 | +0.3% | 4,229 | -1.3% | 0.00% | 0.0% |
| Q1 2018 | $379,000 | +0.5% | 4,285 | +4.9% | 0.00% | 0.0% |
| Q4 2017 | $377,000 | +8.6% | 4,085 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $347,000 | +9.1% | 3,998 | +5.7% | 0.00% | -33.3% |
| Q2 2017 | $318,000 | +1.3% | 3,784 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $314,000 | +63.5% | 3,782 | +58.0% | 0.00% | +50.0% |
| Q4 2016 | $192,000 | +6.7% | 2,394 | +0.8% | 0.00% | -33.3% |
| Q2 2016 | $180,000 | +20.8% | 2,375 | +16.7% | 0.00% | +50.0% |
| Q1 2016 | $149,000 | -6.3% | 2,035 | -8.8% | 0.00% | -33.3% |
| Q4 2015 | $159,000 | +117.8% | 2,232 | +104.8% | 0.00% | +50.0% |
| Q3 2015 | $73,000 | +812.5% | 1,090 | +918.7% | 0.00% | – |
| Q2 2015 | $8,000 | -65.2% | 107 | -66.1% | 0.00% | -100.0% |
| Q4 2014 | $23,000 | +4.5% | 316 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $22,000 | 0.0% | 316 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $22,000 | +4.8% | 316 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $21,000 | -57.1% | 316 | -57.1% | 0.00% | -50.0% |
| Q4 2013 | $49,000 | -93.8% | 737 | -94.3% | 0.00% | -95.1% |
| Q3 2013 | $786,000 | – | 12,841 | – | 0.04% | – |
Download | ||||||
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% |