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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $276,278 | +2.8% | 4,344 | 0.0% | 0.00% | – |
Q1 2023 | $268,719 | -1.1% | 4,344 | -0.9% | 0.00% | – |
Q4 2022 | $271,589 | +12.2% | 4,384 | 0.0% | 0.00% | – |
Q3 2022 | $242,000 | -7.3% | 4,384 | -0.8% | 0.00% | – |
Q2 2022 | $261,000 | +13.0% | 4,419 | +41.5% | 0.00% | – |
Q4 2014 | $231,000 | +4.1% | 3,123 | 0.0% | 0.00% | – |
Q3 2014 | $222,000 | – | 3,123 | – | 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% |