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 | $192 | -20.0% | 3,129 | -18.9% | 0.01% | -15.4% |
| Q2 2023 | $240 | -2.8% | 3,857 | -3.4% | 0.01% | -7.1% |
| Q1 2023 | $247 | -3.5% | 3,991 | -3.1% | 0.01% | -12.5% |
| Q4 2022 | $256 | -99.9% | 4,119 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $232,000 | -5.7% | 4,191 | +0.6% | 0.02% | -5.9% |
| Q2 2022 | $246,000 | -11.8% | 4,165 | -1.7% | 0.02% | -5.6% |
| Q1 2022 | $279,000 | 0.0% | 4,239 | +0.4% | 0.02% | +5.9% |
| Q4 2021 | $279,000 | +11.2% | 4,223 | +101.1% | 0.02% | +6.2% |
| Q3 2021 | $251,000 | 0.0% | 2,100 | +0.5% | 0.02% | -5.9% |
| Q2 2021 | $251,000 | +5.0% | 2,090 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $239,000 | +785.2% | 2,080 | +732.0% | 0.02% | +750.0% |
| Q4 2020 | $27,000 | +12.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 250 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $26,000 | +8.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | – | 250 | – | 0.00% | – |
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% |