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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,034 | -3.3% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $76,574 | +84.8% | 1,204 | +79.7% | 0.00% | +200.0% |
| Q1 2023 | $41,446 | -0.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $41,507 | +12.2% | 670 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $37,000 | -7.5% | 670 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -9.1% | 670 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $44,000 | 0.0% | 670 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $44,000 | +10.0% | 670 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 335 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $40,000 | +5.3% | 335 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 335 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +9.1% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +6.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +14.8% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $27,000 | -38.6% | 335 | -21.2% | 0.00% | 0.0% |
| Q4 2019 | $44,000 | +33.3% | 425 | +26.9% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 335 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $32,000 | 0.0% | 335 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $32,000 | +14.3% | 335 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $28,000 | -12.5% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 335 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $30,000 | – | 335 | – | 0.00% | – |
Download | ||||||
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% |