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 | $1,213,936 | -2.4% | 19,742 | +0.9% | 0.24% | -0.4% |
Q2 2023 | $1,244,143 | +2.8% | 19,562 | 0.0% | 0.24% | -2.1% |
Q1 2023 | $1,210,105 | -0.1% | 19,562 | 0.0% | 0.24% | -5.4% |
Q4 2022 | $1,211,866 | +12.1% | 19,562 | 0.0% | 0.26% | +5.3% |
Q3 2022 | $1,081,000 | -6.5% | 19,562 | 0.0% | 0.24% | -3.9% |
Q2 2022 | $1,156,000 | -10.1% | 19,562 | 0.0% | 0.25% | -3.4% |
Q1 2022 | $1,286,000 | -0.5% | 19,562 | 0.0% | 0.26% | -3.3% |
Q4 2021 | $1,292,000 | – | 19,562 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |