WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 366 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,047,891 | +0.8% | 14,404 | 0.0% | 0.07% | +2.8% |
| Q1 2024 | $1,039,825 | +8.8% | 14,404 | 0.0% | 0.07% | -2.7% |
| Q4 2023 | $956,138 | +8.0% | 14,404 | 0.0% | 0.07% | -5.2% |
| 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 ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |