WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,906 | -1.9% | 9,236 | +1.4% | 0.02% | +15.4% |
| Q2 2023 | $579,014 | -3.5% | 9,104 | -6.1% | 0.01% | -18.8% |
| Q1 2023 | $599,984 | -16.8% | 9,699 | -16.7% | 0.02% | -20.0% |
| Q4 2022 | $721,332 | +21.4% | 11,644 | +8.4% | 0.02% | +11.1% |
| Q3 2022 | $594,000 | +59300.0% | 10,742 | +53610.0% | 0.02% | – |
| Q4 2014 | $1,000 | -99.9% | 20 | 0.0% | 0.00% | – |
| Q2 2014 | $1,416,000 | – | 20 | – | 0.00% | – |
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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% |