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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $82 | -29.9% | 1,233 | -35.1% | 0.00% | -50.0% |
| Q3 2023 | $117 | -3.3% | 1,899 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $121 | +3.4% | 1,899 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $117 | -0.8% | 1,899 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $118 | -99.9% | 1,900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $105,000 | -6.2% | 1,900 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $112,000 | -10.4% | 1,900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $125,000 | -4.6% | 1,900 | +72.7% | 0.00% | 0.0% |
| Q3 2021 | $131,000 | -0.8% | 1,100 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $132,000 | +4.8% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $126,000 | +6.8% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $118,000 | +10.3% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $107,000 | -17.1% | 1,100 | -20.7% | 0.00% | 0.0% |
| Q2 2020 | $129,000 | -1.5% | 1,387 | -14.1% | 0.00% | -25.0% |
| Q1 2020 | $131,000 | -56.9% | 1,614 | -47.4% | 0.00% | -50.0% |
| Q3 2019 | $304,000 | -11.4% | 3,069 | -13.2% | 0.01% | -38.5% |
| Q2 2019 | $343,000 | +3.0% | 3,535 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $333,000 | -42.3% | 3,535 | -48.3% | 0.01% | -48.0% |
| Q4 2018 | $577,000 | -11.5% | 6,835 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $652,000 | +6.4% | 6,835 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $613,000 | -6.1% | 6,835 | -7.4% | 0.02% | -7.4% |
| Q1 2018 | $653,000 | -2.7% | 7,385 | +1.4% | 0.03% | 0.0% |
| Q4 2017 | $671,000 | +3.5% | 7,285 | -2.3% | 0.03% | 0.0% |
| Q3 2017 | $648,000 | +3.3% | 7,460 | 0.0% | 0.03% | -3.6% |
| Q2 2017 | $627,000 | -7.7% | 7,460 | -8.9% | 0.03% | -9.7% |
| Q1 2017 | $679,000 | +3.0% | 8,185 | -0.8% | 0.03% | 0.0% |
| Q4 2016 | $659,000 | +3.8% | 8,250 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $635,000 | +0.8% | 8,250 | -0.8% | 0.03% | 0.0% |
| Q2 2016 | $630,000 | +3.3% | 8,315 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $610,000 | +8.9% | 8,315 | +5.7% | 0.03% | +6.9% |
| Q4 2015 | $560,000 | +4.5% | 7,865 | -1.3% | 0.03% | 0.0% |
| Q3 2015 | $536,000 | -7.1% | 7,965 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $577,000 | +1.6% | 7,965 | +2.7% | 0.03% | +3.6% |
| Q1 2015 | $568,000 | -4.9% | 7,755 | -3.7% | 0.03% | -3.4% |
| Q4 2014 | $597,000 | +1.0% | 8,055 | -3.0% | 0.03% | 0.0% |
| Q3 2014 | $591,000 | -4.7% | 8,305 | -5.2% | 0.03% | -3.3% |
| Q2 2014 | $620,000 | +4.6% | 8,760 | 0.0% | 0.03% | +3.4% |
| Q1 2014 | $593,000 | +1.7% | 8,760 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $583,000 | +4.9% | 8,760 | -3.6% | 0.03% | -3.3% |
| Q3 2013 | $556,000 | +2.4% | 9,085 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $543,000 | – | 9,085 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |