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% | – |
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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% |