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 | $210,296 | -3.3% | 3,420 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $217,512 | +2.8% | 3,420 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $211,561 | -0.1% | 3,420 | 0.0% | 0.03% | +7.7% |
| Q4 2022 | $211,869 | +12.7% | 3,420 | 0.0% | 0.03% | -13.3% |
| Q3 2022 | $188,000 | -6.9% | 3,420 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $202,000 | -10.2% | 3,420 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $225,000 | -0.4% | 3,420 | 0.0% | 0.03% | +7.7% |
| Q4 2021 | $226,000 | +10.8% | 3,420 | +100.0% | 0.03% | +4.0% |
| Q3 2021 | $204,000 | -1.0% | 1,710 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $206,000 | +5.1% | 1,710 | 0.0% | 0.03% | -22.9% |
| Q1 2021 | $196,000 | +6.5% | 1,710 | 0.0% | 0.04% | -5.4% |
| Q4 2020 | $184,000 | +10.8% | 1,710 | 0.0% | 0.04% | -5.1% |
| Q3 2020 | $166,000 | -33.6% | 1,710 | -44.8% | 0.04% | -42.6% |
| Q1 2020 | $250,000 | -24.0% | 3,099 | 0.0% | 0.07% | -15.0% |
| Q4 2019 | $329,000 | +6.8% | 3,099 | 0.0% | 0.08% | +5.3% |
| Q3 2019 | $308,000 | +2.7% | 3,099 | 0.0% | 0.08% | -5.0% |
| Q2 2019 | $300,000 | +2.7% | 3,099 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $292,000 | +11.5% | 3,099 | 0.0% | 0.08% | +6.8% |
| Q4 2018 | $262,000 | – | 3,099 | – | 0.07% | – |
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% |