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 2022 | $10,000 | +66.7% | 1,000 | -9.1% | 0.00% | – |
| Q2 2022 | $6,000 | +200.0% | 1,100 | +10.0% | 0.00% | – |
| Q1 2022 | $2,000 | – | 1,000 | +150.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 400 | -66.7% | 0.00% | -100.0% |
| Q3 2021 | $107,000 | +33.8% | 1,200 | +20.1% | 0.01% | +25.0% |
| Q1 2020 | $80,000 | -71.9% | 999 | -63.0% | 0.00% | -76.5% |
| Q4 2019 | $285,000 | – | 2,699 | +799.7% | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 300 | -57.1% | 0.00% | -100.0% |
| Q1 2018 | $18,000 | -21.7% | 700 | +133.3% | 0.00% | 0.0% |
| Q4 2016 | $23,000 | 0.0% | 300 | -50.0% | 0.00% | 0.0% |
| Q3 2016 | $23,000 | +2200.0% | 600 | +100.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 300 | – | 0.00% | – |
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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% |