WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,493 | +18.9% | 935 | +23.0% | 0.01% | +25.0% |
| Q2 2023 | $48,336 | +2.8% | 760 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $47,014 | -0.1% | 760 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $47,082 | +12.1% | 760 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $42,000 | -6.7% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -10.0% | 760 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $50,000 | +78.6% | 760 | +76.7% | 0.00% | +50.0% |
| Q4 2021 | $28,000 | -91.4% | 430 | -84.2% | 0.00% | -91.3% |
| Q3 2021 | $324,000 | – | 2,715 | – | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $8,000 | -11.1% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | – | 91 | – | 0.00% | – |
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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% |