WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,694,922 | +12.9% | 43,827 | +16.8% | 0.00% | – |
| Q2 2023 | $2,387,099 | +59.9% | 37,533 | +55.5% | 0.00% | – |
| Q1 2023 | $1,492,806 | -53.5% | 24,132 | -58.4% | 0.00% | -100.0% |
| Q3 2022 | $3,209,000 | +541.8% | 58,062 | +662.6% | 0.00% | – |
| Q1 2022 | $500,000 | -83.9% | 7,614 | -70.7% | 0.00% | -100.0% |
| Q3 2021 | $3,104,000 | +9.3% | 26,021 | +10.3% | 0.00% | 0.0% |
| Q2 2021 | $2,840,000 | +273.2% | 23,600 | +207.3% | 0.00% | – |
| Q3 2019 | $761,000 | -69.2% | 7,679 | -69.9% | 0.00% | -100.0% |
| Q2 2019 | $2,470,000 | +28.8% | 25,488 | +25.2% | 0.00% | 0.0% |
| Q1 2019 | $1,918,000 | +42.7% | 20,358 | +44.5% | 0.00% | 0.0% |
| Q3 2018 | $1,344,000 | -62.5% | 14,088 | -64.7% | 0.00% | -50.0% |
| Q2 2018 | $3,585,000 | +1263.1% | 39,949 | +1241.9% | 0.00% | – |
| Q1 2018 | $263,000 | -71.6% | 2,977 | -70.4% | 0.00% | -100.0% |
| Q4 2017 | $926,000 | -30.0% | 10,052 | -34.0% | 0.00% | 0.0% |
| Q3 2017 | $1,322,000 | +66.7% | 15,228 | +61.4% | 0.00% | 0.0% |
| Q2 2017 | $793,000 | -80.2% | 9,436 | -80.4% | 0.00% | -75.0% |
| Q1 2017 | $4,001,000 | +95.3% | 48,246 | +81.3% | 0.00% | +100.0% |
| Q3 2016 | $2,049,000 | +58.3% | 26,609 | +38.2% | 0.00% | +100.0% |
| Q3 2015 | $1,294,000 | -33.0% | 19,254 | -27.7% | 0.00% | -50.0% |
| Q2 2015 | $1,930,000 | +139.2% | 26,630 | +144.5% | 0.00% | +100.0% |
| Q4 2014 | $807,000 | – | 10,890 | – | 0.00% | – |
Download | ||||||
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% |