WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,513 | -3.3% | 3,700 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $235,320 | +2.8% | 3,700 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $228,882 | -0.1% | 3,700 | 0.0% | 0.03% | +3.4% |
| Q4 2022 | $229,215 | +12.4% | 3,700 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $204,000 | -6.4% | 3,700 | 0.0% | 0.03% | -12.1% |
| Q2 2022 | $218,000 | -37.7% | 3,700 | -30.2% | 0.03% | -38.9% |
| Q1 2022 | $350,000 | 0.0% | 5,300 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $350,000 | +10.8% | 5,300 | +100.0% | 0.05% | +1.9% |
| Q3 2021 | $316,000 | -0.6% | 2,650 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $318,000 | +5.0% | 2,650 | 0.0% | 0.05% | -5.3% |
| Q1 2021 | $303,000 | +6.7% | 2,650 | 0.0% | 0.06% | -6.6% |
| Q4 2020 | $284,000 | +10.5% | 2,650 | 0.0% | 0.06% | -4.7% |
| Q3 2020 | $257,000 | +4.5% | 2,650 | 0.0% | 0.06% | +1.6% |
| Q2 2020 | $246,000 | -12.1% | 2,650 | 0.0% | 0.06% | -21.2% |
| Q4 2019 | $280,000 | +6.9% | 2,650 | 0.0% | 0.08% | -9.1% |
| Q3 2019 | $262,000 | +2.3% | 2,650 | 0.0% | 0.09% | -9.3% |
| Q2 2019 | $256,000 | +2.8% | 2,650 | 0.0% | 0.10% | +3.2% |
| Q1 2019 | $249,000 | +11.7% | 2,650 | 0.0% | 0.09% | +3.3% |
| Q4 2018 | $223,000 | -6.7% | 2,650 | -25.3% | 0.09% | -79.0% |
| Q3 2015 | $239,000 | -11.2% | 3,548 | -4.4% | 0.43% | +9.9% |
| Q2 2015 | $269,000 | -1.1% | 3,713 | 0.0% | 0.39% | +0.5% |
| Q1 2015 | $272,000 | -1.8% | 3,713 | -0.5% | 0.39% | +38.5% |
| Q4 2014 | $277,000 | – | 3,731 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |