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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |