WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,649,234 | -3.7% | 63,907 | -4.5% | 0.05% | -9.3% |
| Q1 2024 | $4,829,150 | +8.3% | 66,895 | -0.4% | 0.05% | -1.8% |
| Q4 2023 | $4,459,787 | +12.9% | 67,186 | +4.5% | 0.06% | -3.5% |
| 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |