WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,717 | -3.3% | 3,622 | 0.0% | 0.21% | +18.9% |
| Q2 2023 | $230,359 | -3.6% | 3,622 | -6.2% | 0.18% | -14.6% |
| Q1 2023 | $238,903 | -0.1% | 3,862 | 0.0% | 0.20% | -10.9% |
| Q4 2022 | $239,251 | +12.3% | 3,862 | 0.0% | 0.23% | +5.5% |
| Q3 2022 | $213,000 | -6.6% | 3,862 | 0.0% | 0.22% | -1.8% |
| Q2 2022 | $228,000 | -10.2% | 3,862 | 0.0% | 0.22% | +6.7% |
| Q1 2022 | $254,000 | -0.4% | 3,862 | 0.0% | 0.21% | +2.5% |
| Q4 2021 | $255,000 | +10.4% | 3,862 | +99.8% | 0.20% | +3.0% |
| Q3 2021 | $231,000 | -0.9% | 1,933 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $233,000 | -10.4% | 1,933 | -14.8% | 0.20% | -16.1% |
| Q1 2021 | $260,000 | -34.5% | 2,268 | -38.6% | 0.24% | -38.9% |
| Q4 2020 | $397,000 | – | 3,693 | – | 0.39% | – |
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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% |