WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,951,716 | +0.4% | 64,266 | +3.9% | 0.06% | 0.0% |
| Q2 2023 | $3,935,504 | +9.5% | 61,879 | +6.5% | 0.06% | 0.0% |
| Q1 2023 | $3,594,190 | +10.7% | 58,102 | +10.9% | 0.06% | +1.8% |
| Q4 2022 | $3,245,932 | +8.9% | 52,396 | -2.9% | 0.06% | -3.4% |
| Q3 2022 | $2,982,000 | +8.8% | 53,967 | +16.4% | 0.06% | +11.5% |
| Q2 2022 | $2,741,000 | +1.1% | 46,376 | +12.5% | 0.05% | +18.2% |
| Q1 2022 | $2,710,000 | -5.8% | 41,232 | -5.4% | 0.04% | -2.2% |
| Q4 2021 | $2,878,000 | +14.8% | 43,576 | +107.3% | 0.04% | +4.7% |
| Q3 2021 | $2,508,000 | +3.8% | 21,024 | +4.6% | 0.04% | +2.4% |
| Q2 2021 | $2,417,000 | +18.0% | 20,090 | +12.4% | 0.04% | -2.3% |
| Q1 2021 | $2,049,000 | +11.8% | 17,867 | +4.9% | 0.04% | +2.4% |
| Q4 2020 | $1,832,000 | +16.4% | 17,038 | +5.0% | 0.04% | +2.4% |
| Q3 2020 | $1,574,000 | +6.0% | 16,225 | +1.5% | 0.04% | -4.7% |
| Q2 2020 | $1,485,000 | -0.9% | 15,990 | -13.6% | 0.04% | -20.4% |
| Q1 2020 | $1,498,000 | -18.6% | 18,506 | +6.5% | 0.05% | 0.0% |
| Q4 2019 | $1,841,000 | – | 17,378 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |