WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,835 | -3.3% | 4,990 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $317,364 | -1.1% | 4,990 | -3.9% | 0.01% | -7.1% |
| Q1 2023 | $321,053 | -0.1% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $321,520 | +12.0% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $287,000 | -8.3% | 5,190 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $313,000 | -10.1% | 5,302 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | +1.5% | 5,302 | +2.2% | 0.01% | +7.7% |
| Q4 2021 | $343,000 | -15.9% | 5,190 | +51.8% | 0.01% | -23.5% |
| Q3 2021 | $408,000 | -0.7% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $411,000 | +4.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $392,000 | +6.5% | 3,420 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $368,000 | +10.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $332,000 | +4.4% | 3,420 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $318,000 | +14.8% | 3,420 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $277,000 | -23.5% | 3,420 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $362,000 | +6.8% | 3,420 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $339,000 | -26.0% | 3,420 | -27.6% | 0.02% | -28.0% |
| Q2 2019 | $458,000 | – | 4,725 | – | 0.02% | – |
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% |