WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 93 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,900 | -95.4% | 3,600 | -95.4% | 0.02% | -98.5% |
| Q2 2015 | $5,707,000 | -4.8% | 78,733 | -3.8% | 1.60% | -2.9% |
| Q1 2015 | $5,996,000 | -11.0% | 81,803 | -9.9% | 1.65% | -16.0% |
| Q4 2014 | $6,737,000 | +32.2% | 90,841 | +26.8% | 1.96% | +32.5% |
| Q3 2014 | $5,097,000 | +1.7% | 71,614 | +1.2% | 1.48% | +5.5% |
| Q2 2014 | $5,010,000 | +5.2% | 70,753 | +0.5% | 1.40% | -3.1% |
| Q1 2014 | $4,763,000 | +1.6% | 70,400 | -0.1% | 1.45% | -1.4% |
| Q4 2013 | $4,689,000 | +8.0% | 70,475 | -0.6% | 1.47% | -4.9% |
| Q3 2013 | $4,341,000 | +1.9% | 70,925 | -0.4% | 1.54% | -6.4% |
| Q2 2013 | $4,258,000 | – | 71,200 | – | 1.65% | – |
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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% |