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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $7,465,000 | +11.5% | 77,048 | +0.3% | 2.26% | +0.6% |
| Q4 2018 | $6,697,000 | -9.4% | 76,826 | -0.9% | 2.25% | -4.3% |
| Q3 2018 | $7,395,000 | +5.5% | 77,506 | +0.9% | 2.35% | +1.3% |
| Q2 2018 | $7,009,000 | +6.4% | 76,802 | +4.5% | 2.32% | +4.3% |
| Q1 2018 | $6,585,000 | -2.2% | 73,481 | +4.2% | 2.23% | -1.2% |
| Q4 2017 | $6,730,000 | +2.6% | 70,495 | -6.7% | 2.26% | -3.5% |
| Q3 2017 | $6,561,000 | +1.0% | 75,550 | -0.8% | 2.34% | -3.5% |
| Q2 2017 | $6,494,000 | +3.3% | 76,151 | +0.5% | 2.42% | -1.7% |
| Q1 2017 | $6,285,000 | +3.8% | 75,783 | +0.0% | 2.46% | -4.2% |
| Q4 2016 | $6,053,000 | +5.7% | 75,752 | +1.9% | 2.57% | +5.1% |
| Q3 2016 | $5,726,000 | +3.0% | 74,373 | +1.3% | 2.45% | -3.5% |
| Q2 2016 | $5,561,000 | -19.4% | 73,399 | -21.9% | 2.54% | -22.4% |
| Q1 2016 | $6,903,000 | -10.4% | 94,040 | -13.1% | 3.27% | -11.6% |
| Q4 2015 | $7,700,000 | -49.7% | 108,239 | -52.4% | 3.70% | -48.6% |
| Q3 2015 | $15,295,000 | -8.3% | 227,271 | -0.5% | 7.20% | -7.0% |
| Q2 2015 | $16,680,000 | -43.5% | 228,488 | -43.3% | 7.74% | -44.8% |
| Q1 2015 | $29,526,000 | -1.1% | 402,805 | -1.2% | 14.02% | -5.6% |
| Q4 2014 | $29,842,000 | +6.3% | 407,735 | -0.6% | 14.86% | +0.3% |
| Q3 2014 | $28,081,000 | -3.9% | 410,128 | -0.6% | 14.81% | -3.3% |
| Q2 2014 | $29,223,000 | +1.6% | 412,719 | -2.9% | 15.31% | +0.8% |
| Q1 2014 | $28,754,000 | -20.4% | 425,034 | -21.7% | 15.19% | -23.8% |
| Q4 2013 | $36,108,000 | -11.2% | 542,658 | -18.3% | 19.92% | -14.9% |
| Q3 2013 | $40,654,000 | -2.2% | 664,174 | -1.9% | 23.42% | -5.7% |
| Q2 2013 | $41,567,000 | – | 676,869 | – | 24.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |