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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $402,000 | +11.7% | 4,270 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $360,000 | -23.7% | 4,270 | -13.8% | 0.06% | -11.0% |
| Q3 2018 | $472,000 | +6.1% | 4,951 | 0.0% | 0.07% | +2.8% |
| Q2 2018 | $445,000 | -0.4% | 4,951 | -1.8% | 0.07% | +2.9% |
| Q1 2018 | $447,000 | -8.8% | 5,044 | -5.2% | 0.07% | -6.8% |
| Q4 2017 | $490,000 | +4.7% | 5,321 | -1.3% | 0.07% | +4.2% |
| Q3 2017 | $468,000 | -8.4% | 5,389 | -11.4% | 0.07% | -9.0% |
| Q2 2017 | $511,000 | -4.3% | 6,079 | -5.6% | 0.08% | -6.0% |
| Q1 2017 | $534,000 | +2.3% | 6,439 | -1.5% | 0.08% | +5.1% |
| Q4 2016 | $522,000 | +21.4% | 6,537 | +17.0% | 0.08% | +19.7% |
| Q3 2016 | $430,000 | +41.4% | 5,586 | +36.4% | 0.07% | +57.1% |
| Q4 2014 | $304,000 | +4.1% | 4,095 | -0.3% | 0.04% | +5.0% |
| Q3 2014 | $292,000 | -0.7% | 4,109 | -1.2% | 0.04% | 0.0% |
| Q2 2014 | $294,000 | -17.2% | 4,157 | -20.8% | 0.04% | -9.1% |
| Q1 2014 | $355,000 | +32.5% | 5,248 | +30.1% | 0.04% | +33.3% |
| Q4 2013 | $268,000 | +25.8% | 4,034 | +16.0% | 0.03% | +22.2% |
| Q3 2013 | $213,000 | – | 3,479 | – | 0.03% | – |
Download | ||||||
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% |