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 | $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 ↓ |
|---|---|---|---|
| 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% |