WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 310 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $473 | +0.6% | 6,500 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $470 | +9.0% | 6,500 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $431 | +7.8% | 6,500 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $400 | -37.1% | 6,500 | -35.0% | 0.03% | -35.7% |
| Q2 2023 | $636 | +2.7% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $619 | 0.0% | 10,000 | 0.0% | 0.04% | -4.4% |
| Q4 2022 | $619 | -99.9% | 10,000 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $553,000 | -6.4% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $591,000 | -10.0% | 10,000 | 0.0% | 0.04% | +10.0% |
| Q1 2022 | $657,000 | -0.5% | 10,000 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $660,000 | +10.7% | 10,000 | +100.0% | 0.04% | +2.8% |
| Q3 2021 | $596,000 | -1.0% | 5,000 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $602,000 | -25.0% | 5,000 | -28.6% | 0.04% | -31.5% |
| Q1 2021 | $803,000 | +6.8% | 7,000 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $752,000 | +10.8% | 7,000 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $679,000 | +4.5% | 7,000 | 0.0% | 0.05% | -8.8% |
| Q2 2020 | $650,000 | +14.6% | 7,000 | 0.0% | 0.06% | -12.3% |
| Q1 2020 | $567,000 | -23.6% | 7,000 | 0.0% | 0.06% | -9.7% |
| Q4 2019 | $742,000 | +7.1% | 7,000 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $693,000 | +2.2% | 7,000 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $678,000 | +2.7% | 7,000 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $660,000 | – | 7,000 | – | 0.07% | – |
Download | ||||||
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% |