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 | $682 | -3.3% | 11,092 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $705 | +2.8% | 11,092 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $686 | -0.1% | 11,092 | 0.0% | 0.03% | -10.5% |
Q4 2022 | $687 | -99.9% | 11,092 | 0.0% | 0.04% | +11.8% |
Q3 2022 | $613,000 | -6.6% | 11,092 | 0.0% | 0.03% | -5.6% |
Q2 2022 | $656,000 | -10.0% | 11,092 | 0.0% | 0.04% | +9.1% |
Q1 2022 | $729,000 | -0.5% | 11,092 | 0.0% | 0.03% | +3.1% |
Q4 2021 | $733,000 | +10.7% | 11,092 | +100.0% | 0.03% | +3.2% |
Q3 2021 | $662,000 | -0.7% | 5,546 | 0.0% | 0.03% | -3.1% |
Q2 2021 | $667,000 | +4.9% | 5,546 | 0.0% | 0.03% | -8.6% |
Q1 2021 | $636,000 | +11.4% | 5,546 | +4.4% | 0.04% | -30.0% |
Q4 2020 | $571,000 | +5.9% | 5,312 | -4.3% | 0.05% | -3.8% |
Q3 2020 | $539,000 | +2.3% | 5,551 | -2.1% | 0.05% | +4.0% |
Q2 2020 | $527,000 | +14.8% | 5,672 | 0.0% | 0.05% | -9.1% |
Q1 2020 | $459,000 | -32.2% | 5,672 | -11.3% | 0.06% | -8.3% |
Q4 2019 | $677,000 | +7.0% | 6,395 | +0.2% | 0.06% | -3.2% |
Q3 2019 | $633,000 | +1.1% | 6,385 | -1.1% | 0.06% | -1.6% |
Q2 2019 | $626,000 | +12.0% | 6,457 | +8.7% | 0.06% | +5.0% |
Q1 2019 | $559,000 | +11.6% | 5,938 | +0.2% | 0.06% | -6.2% |
Q4 2018 | $501,000 | – | 5,928 | – | 0.06% | – |
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% |