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 | $1,234 | +1.4% | 19,260 | -0.3% | 0.18% | +6.1% |
| Q2 2023 | $1,217 | +1.4% | 19,312 | 0.0% | 0.16% | -1.2% |
| Q1 2023 | $1,200 | 0.0% | 19,312 | 0.0% | 0.17% | +1.8% |
| Q4 2022 | $1,200 | -99.9% | 19,312 | 0.0% | 0.16% | -2.4% |
| Q3 2022 | $1,082,000 | -6.2% | 19,312 | 0.0% | 0.17% | -2.3% |
| Q2 2022 | $1,153,000 | -10.3% | 19,312 | 0.0% | 0.17% | +0.6% |
| Q1 2022 | $1,285,000 | +0.4% | 19,312 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $1,280,000 | +9.3% | 19,312 | +100.0% | 0.17% | +5.7% |
| Q3 2021 | $1,171,000 | -0.1% | 9,656 | 0.0% | 0.16% | -5.4% |
| Q2 2021 | $1,172,000 | +11.4% | 9,656 | +0.3% | 0.17% | +0.6% |
| Q1 2021 | $1,052,000 | 0.0% | 9,630 | 0.0% | 0.16% | 0.0% |
| Q4 2020 | $1,052,000 | +12.6% | 9,630 | 0.0% | 0.16% | -1.2% |
| Q3 2020 | $934,000 | +5.9% | 9,630 | 0.0% | 0.17% | -1.8% |
| Q2 2020 | $882,000 | – | 9,630 | – | 0.17% | – |
Download | ||||||
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% |