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 | $560 | -99.9% | 9,110 | 0.0% | 0.07% | -5.3% |
| Q2 2023 | $579,396 | +2.8% | 9,110 | 0.0% | 0.08% | -11.8% |
| Q1 2023 | $563,544 | -0.1% | 9,110 | 0.0% | 0.08% | -6.6% |
| Q4 2022 | $564,365 | +12.2% | 9,110 | 0.0% | 0.09% | +111.6% |
| Q3 2022 | $503,000 | -6.5% | 9,110 | 0.0% | 0.04% | -48.8% |
| Q2 2022 | $538,000 | -10.0% | 9,110 | 0.0% | 0.08% | -9.7% |
| Q1 2022 | $598,000 | -7.0% | 9,110 | -6.5% | 0.09% | +272.0% |
| Q4 2021 | $643,000 | +8.4% | 9,746 | +96.2% | 0.02% | -72.2% |
| Q3 2021 | $593,000 | -0.8% | 4,968 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $598,000 | +4.9% | 4,968 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $570,000 | +6.7% | 4,968 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $534,000 | -1.7% | 4,968 | -11.3% | 0.09% | -13.6% |
| Q3 2020 | $543,000 | -74.1% | 5,598 | -75.2% | 0.10% | -75.1% |
| Q2 2020 | $2,095,000 | +13.7% | 22,561 | -0.9% | 0.41% | -13.1% |
| Q1 2020 | $1,843,000 | +674.4% | 22,772 | +846.5% | 0.48% | +831.4% |
| Q3 2019 | $238,000 | – | 2,406 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |