WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,260,163 | -2.6% | 20,494 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,293,187 | +110808.0% | 20,333 | +7.8% | 0.00% | 0.0% |
| Q1 2023 | $1,166 | +8.2% | 18,854 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $1,078 | -99.9% | 17,400 | +0.5% | 0.00% | -25.0% |
| Q3 2022 | $957,000 | -5.3% | 17,312 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $1,011,000 | -28.0% | 17,110 | -20.0% | 0.00% | -20.0% |
| Q1 2022 | $1,405,000 | +15.3% | 21,384 | +15.8% | 0.01% | 0.0% |
| Q4 2021 | $1,219,000 | -5.9% | 18,464 | +70.0% | 0.01% | -28.6% |
| Q3 2021 | $1,295,000 | -4.5% | 10,858 | -3.7% | 0.01% | -12.5% |
| Q2 2021 | $1,356,000 | +1533.7% | 11,271 | +951.4% | 0.01% | +100.0% |
| Q3 2016 | $83,000 | – | 1,072 | – | 0.00% | – |
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% |