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 | $329,880 | -8.1% | 5,365 | -5.0% | 0.02% | -3.8% |
| Q2 2023 | $359,135 | +2.8% | 5,647 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $349,290 | +99697.1% | 5,646 | +0.0% | 0.03% | -3.7% |
| Q4 2022 | $350 | -99.9% | 5,645 | -19.7% | 0.03% | -15.6% |
| Q3 2022 | $388,000 | -6.5% | 7,028 | +0.0% | 0.03% | 0.0% |
| Q2 2022 | $415,000 | -10.2% | 7,026 | +0.0% | 0.03% | +3.2% |
| Q1 2022 | $462,000 | -0.4% | 7,025 | +0.0% | 0.03% | +3.3% |
| Q4 2021 | $464,000 | +10.7% | 7,024 | +100.1% | 0.03% | +3.4% |
| Q3 2021 | $419,000 | +2.2% | 3,511 | +3.1% | 0.03% | 0.0% |
| Q2 2021 | $410,000 | 0.0% | 3,405 | -4.9% | 0.03% | -6.5% |
| Q1 2021 | $410,000 | -2.1% | 3,580 | -8.3% | 0.03% | -6.1% |
| Q4 2020 | $419,000 | +7.4% | 3,906 | -2.9% | 0.03% | -5.7% |
| Q3 2020 | $390,000 | +4.6% | 4,021 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $373,000 | +14.8% | 4,021 | 0.0% | 0.04% | -2.8% |
| Q1 2020 | $325,000 | -23.5% | 4,021 | 0.0% | 0.04% | -7.7% |
| Q4 2019 | $425,000 | +5.7% | 4,021 | -1.1% | 0.04% | -2.5% |
| Q3 2019 | $402,000 | +2.3% | 4,064 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $393,000 | +2.9% | 4,064 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $382,000 | +11.4% | 4,064 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $343,000 | -16.5% | 4,064 | -5.7% | 0.04% | -4.9% |
| Q3 2018 | $411,000 | +80.3% | 4,309 | +69.5% | 0.04% | +70.8% |
| Q2 2018 | $228,000 | -0.9% | 2,542 | -2.6% | 0.02% | -4.0% |
| Q1 2018 | $230,000 | -5.0% | 2,609 | -1.0% | 0.02% | -10.7% |
| Q4 2017 | $242,000 | +3.4% | 2,635 | -2.2% | 0.03% | -3.4% |
| Q3 2017 | $234,000 | +3.1% | 2,695 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $227,000 | +1.8% | 2,695 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $223,000 | +0.9% | 2,695 | -2.6% | 0.03% | -3.3% |
| Q4 2016 | $221,000 | -49.5% | 2,767 | -52.5% | 0.03% | 0.0% |
| Q3 2016 | $438,000 | +108.6% | 5,826 | +110.6% | 0.03% | +3.4% |
| Q2 2016 | $210,000 | -6.7% | 2,767 | -9.5% | 0.03% | -9.4% |
| Q1 2016 | $225,000 | +3.2% | 3,059 | 0.0% | 0.03% | +3.2% |
| Q4 2015 | $218,000 | +5.8% | 3,059 | 0.0% | 0.03% | -3.1% |
| Q3 2015 | $206,000 | -7.2% | 3,059 | 0.0% | 0.03% | -3.0% |
| Q2 2015 | $222,000 | -5.1% | 3,059 | -4.3% | 0.03% | -2.9% |
| Q1 2015 | $234,000 | -1.3% | 3,197 | 0.0% | 0.03% | -2.9% |
| Q4 2014 | $237,000 | +0.4% | 3,197 | -3.7% | 0.04% | -7.9% |
| Q3 2014 | $236,000 | +0.4% | 3,319 | 0.0% | 0.04% | -2.6% |
| Q2 2014 | $235,000 | +2.6% | 3,319 | -2.1% | 0.04% | +2.6% |
| Q1 2014 | $229,000 | +1.3% | 3,391 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $226,000 | -13.1% | 3,391 | -20.2% | 0.04% | -19.1% |
| Q3 2013 | $260,000 | -1.9% | 4,249 | -4.1% | 0.05% | -6.0% |
| Q2 2013 | $265,000 | – | 4,429 | – | 0.05% | – |
Download | ||||||
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% |