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 | $504,956 | -3.3% | 8,212 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $522,284 | +2.8% | 8,212 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $507,995 | +49850.3% | 8,212 | -50.0% | 0.02% | -14.8% |
| Q4 2022 | $1,017 | -99.8% | 16,424 | +98.0% | 0.03% | -12.9% |
| Q3 2022 | $458,000 | +23.1% | 8,294 | +31.8% | 0.03% | +14.8% |
| Q2 2022 | $372,000 | -31.7% | 6,294 | -24.1% | 0.03% | -10.0% |
| Q1 2022 | $545,000 | -0.9% | 8,294 | -0.4% | 0.03% | +7.1% |
| Q4 2021 | $550,000 | +10.2% | 8,330 | +98.9% | 0.03% | 0.0% |
| Q3 2021 | $499,000 | -1.0% | 4,187 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $504,000 | +5.0% | 4,187 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $480,000 | +6.2% | 4,187 | -0.3% | 0.03% | +3.6% |
| Q4 2020 | $452,000 | +10.8% | 4,201 | 0.0% | 0.03% | -3.4% |
| Q3 2020 | $408,000 | -1.4% | 4,201 | -5.7% | 0.03% | -6.5% |
| Q2 2020 | $414,000 | +14.7% | 4,457 | 0.0% | 0.03% | -11.4% |
| Q1 2020 | $361,000 | -27.5% | 4,457 | -5.2% | 0.04% | -18.6% |
| Q4 2019 | $498,000 | +5.7% | 4,703 | -1.1% | 0.04% | -4.4% |
| Q3 2019 | $471,000 | -13.7% | 4,756 | -15.5% | 0.04% | -15.1% |
| Q2 2019 | $546,000 | +21.9% | 5,631 | +18.4% | 0.05% | +17.8% |
| Q1 2019 | $448,000 | +11.7% | 4,756 | +0.1% | 0.04% | -2.2% |
| Q4 2018 | $401,000 | -4.1% | 4,752 | +8.6% | 0.05% | -2.1% |
| Q3 2018 | $418,000 | -1.9% | 4,376 | -7.9% | 0.05% | -4.1% |
| Q2 2018 | $426,000 | +1.2% | 4,752 | 0.0% | 0.05% | -7.5% |
| Q1 2018 | $421,000 | -3.9% | 4,752 | 0.0% | 0.05% | +1.9% |
| Q4 2017 | $438,000 | – | 4,752 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |