WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |