WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $245,883 | -5.8% | 3,999 | -2.5% | 0.00% | 0.0% |
Q2 2023 | $260,933 | +2097.0% | 4,103 | +2037.0% | 0.00% | – |
Q1 2023 | $11,877 | -97.3% | 192 | -97.4% | 0.00% | -100.0% |
Q4 2022 | $445,501 | +17.2% | 7,503 | +8.9% | 0.01% | +100.0% |
Q3 2022 | $380,000 | -6.6% | 6,888 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $407,000 | -96.6% | 6,888 | +4683.3% | 0.01% | +250.0% |
Q2 2017 | $12,076,000 | – | 144 | – | 0.00% | – |
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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% |