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 | $885,702 | -3.3% | 14,404 | 0.0% | 0.08% | +1.3% |
| Q2 2023 | $916,094 | +2.8% | 14,404 | 0.0% | 0.08% | -6.2% |
| Q1 2023 | $891,031 | -0.1% | 14,404 | 0.0% | 0.08% | -6.9% |
| Q4 2022 | $892,328 | +12.1% | 14,404 | 0.0% | 0.09% | +4.8% |
| Q3 2022 | $796,000 | -6.5% | 14,404 | 0.0% | 0.08% | -3.5% |
| Q2 2022 | $851,000 | -10.1% | 14,404 | 0.0% | 0.09% | +3.6% |
| Q1 2022 | $947,000 | -1.3% | 14,404 | -0.8% | 0.08% | +3.8% |
| Q4 2021 | $959,000 | +10.7% | 14,526 | +100.0% | 0.08% | 0.0% |
| Q3 2021 | $866,000 | -7.5% | 7,263 | -6.6% | 0.08% | -10.1% |
| Q2 2021 | $936,000 | – | 7,775 | – | 0.09% | – |
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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% |