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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |