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 | $1,414,270 | -3.3% | 23,000 | 0.0% | 0.28% | +0.4% |
| Q2 2023 | $1,462,800 | +2.8% | 23,000 | 0.0% | 0.28% | -2.7% |
| Q1 2023 | $1,422,780 | -0.1% | 23,000 | 0.0% | 0.29% | -3.0% |
| Q4 2022 | $1,424,850 | +15.9% | 23,000 | +3.4% | 0.30% | +5.3% |
| Q3 2022 | $1,229,000 | -7.5% | 22,252 | -1.0% | 0.28% | -1.0% |
| Q2 2022 | $1,328,000 | -12.4% | 22,482 | -2.6% | 0.29% | +1.1% |
| Q1 2022 | $1,516,000 | -19.6% | 23,082 | -19.2% | 0.28% | -19.7% |
| Q4 2021 | $1,885,000 | +10.8% | 28,552 | +100.0% | 0.36% | +2.0% |
| Q3 2021 | $1,702,000 | -1.3% | 14,276 | -0.4% | 0.35% | -3.1% |
| Q2 2021 | $1,725,000 | +4.9% | 14,336 | 0.0% | 0.36% | -0.8% |
| Q1 2021 | $1,644,000 | +6.4% | 14,336 | -0.3% | 0.36% | -1.4% |
| Q4 2020 | $1,545,000 | +8.5% | 14,376 | -2.0% | 0.37% | -2.4% |
| Q3 2020 | $1,424,000 | +2.8% | 14,676 | -1.6% | 0.38% | -1.1% |
| Q2 2020 | $1,385,000 | +12.8% | 14,911 | -1.7% | 0.38% | -4.3% |
| Q1 2020 | $1,228,000 | -23.6% | 15,166 | 0.0% | 0.40% | -4.1% |
| Q4 2019 | $1,607,000 | -5.0% | 15,166 | -11.1% | 0.41% | -10.4% |
| Q3 2019 | $1,691,000 | +1.1% | 17,066 | -1.2% | 0.46% | -0.6% |
| Q2 2019 | $1,673,000 | +2.8% | 17,266 | 0.0% | 0.46% | -0.9% |
| Q1 2019 | $1,627,000 | +11.3% | 17,266 | -0.3% | 0.47% | +0.6% |
| Q4 2018 | $1,462,000 | -12.2% | 17,316 | -0.8% | 0.47% | +2.6% |
| Q3 2018 | $1,665,000 | +6.3% | 17,455 | 0.0% | 0.45% | -2.6% |
| Q2 2018 | $1,567,000 | +1.9% | 17,455 | +0.4% | 0.47% | +1.3% |
| Q1 2018 | $1,538,000 | -12.0% | 17,380 | -8.4% | 0.46% | -6.7% |
| Q4 2017 | $1,748,000 | +6.1% | 18,980 | 0.0% | 0.49% | -2.0% |
| Q3 2017 | $1,648,000 | +3.3% | 18,980 | 0.0% | 0.50% | -0.6% |
| Q2 2017 | $1,596,000 | +0.3% | 18,980 | -1.0% | 0.51% | -2.3% |
| Q1 2017 | $1,591,000 | +2.8% | 19,180 | -1.0% | 0.52% | -1.7% |
| Q4 2016 | $1,548,000 | +3.7% | 19,380 | -0.1% | 0.53% | -0.8% |
| Q3 2016 | $1,493,000 | -8.9% | 19,390 | -10.3% | 0.53% | -12.4% |
| Q2 2016 | $1,638,000 | +3.4% | 21,620 | +0.2% | 0.61% | -1.5% |
| Q1 2016 | $1,584,000 | +4.6% | 21,580 | +1.4% | 0.62% | +2.7% |
| Q4 2015 | $1,515,000 | +12.3% | 21,290 | +6.2% | 0.60% | +5.3% |
| Q3 2015 | $1,349,000 | +23.8% | 20,040 | +33.2% | 0.57% | +33.9% |
| Q2 2015 | $1,090,000 | 0.0% | 15,040 | +1.1% | 0.42% | -2.1% |
| Q1 2015 | $1,090,000 | +1.5% | 14,870 | +2.7% | 0.43% | -2.0% |
| Q4 2014 | $1,074,000 | +6.4% | 14,482 | +2.1% | 0.44% | +2.1% |
| Q3 2014 | $1,009,000 | +0.4% | 14,182 | -0.1% | 0.43% | -0.7% |
| Q2 2014 | $1,005,000 | +4.6% | 14,200 | 0.0% | 0.44% | -2.5% |
| Q1 2014 | $961,000 | +0.1% | 14,200 | -1.5% | 0.45% | -4.1% |
| Q4 2013 | $960,000 | +13.9% | 14,420 | +4.7% | 0.47% | +3.3% |
| Q3 2013 | $843,000 | +2.9% | 13,770 | +0.6% | 0.45% | -2.0% |
| Q2 2013 | $819,000 | – | 13,690 | – | 0.46% | – |
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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% |