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 | $2,485,242 | -3.6% | 40,417 | -0.3% | 0.09% | -4.1% |
| Q2 2023 | $2,578,217 | +2.5% | 40,538 | -0.3% | 0.10% | -7.6% |
| Q1 2023 | $2,515,104 | -2.4% | 40,658 | -2.3% | 0.10% | -14.6% |
| Q4 2022 | $2,576,996 | +15.9% | 41,598 | +3.4% | 0.12% | +4.2% |
| Q3 2022 | $2,223,000 | -12.0% | 40,228 | -5.9% | 0.12% | -11.3% |
| Q2 2022 | $2,526,000 | -10.6% | 42,735 | -0.5% | 0.13% | +1.5% |
| Q1 2022 | $2,824,000 | -25.6% | 42,970 | -25.2% | 0.13% | -23.4% |
| Q4 2021 | $3,795,000 | +10.7% | 57,466 | +100.0% | 0.17% | -2.3% |
| Q3 2021 | $3,428,000 | -1.1% | 28,733 | -0.2% | 0.18% | -4.9% |
| Q2 2021 | $3,465,000 | -1.1% | 28,798 | -5.8% | 0.18% | -9.4% |
| Q1 2021 | $3,505,000 | -9.1% | 30,564 | -14.7% | 0.20% | -15.8% |
| Q4 2020 | $3,854,000 | +0.9% | 35,851 | -8.9% | 0.24% | -15.7% |
| Q3 2020 | $3,819,000 | +6.5% | 39,353 | +1.9% | 0.29% | -7.4% |
| Q2 2020 | $3,586,000 | +23.4% | 38,613 | +7.5% | 0.31% | -3.7% |
| Q1 2020 | $2,907,000 | -9.5% | 35,915 | +18.4% | 0.32% | +3.9% |
| Q4 2019 | $3,213,000 | +7.9% | 30,334 | +0.9% | 0.31% | -2.8% |
| Q3 2019 | $2,979,000 | +1.8% | 30,072 | -0.4% | 0.32% | -3.0% |
| Q2 2019 | $2,926,000 | +1.5% | 30,192 | -1.3% | 0.33% | -2.1% |
| Q1 2019 | $2,883,000 | +0.4% | 30,602 | -10.0% | 0.34% | -10.4% |
| Q4 2018 | $2,871,000 | -13.2% | 33,992 | -2.0% | 0.37% | -14.2% |
| Q3 2018 | $3,309,000 | -24.5% | 34,687 | -29.0% | 0.44% | -32.6% |
| Q2 2018 | $4,384,000 | -1.4% | 48,842 | -2.7% | 0.65% | -9.8% |
| Q1 2018 | $4,444,000 | -5.5% | 50,219 | -1.6% | 0.72% | -10.9% |
| Q4 2017 | $4,702,000 | -0.1% | 51,045 | -5.8% | 0.80% | -6.7% |
| Q3 2017 | $4,705,000 | -2.0% | 54,180 | -5.1% | 0.86% | -5.4% |
| Q2 2017 | $4,801,000 | +0.4% | 57,099 | -1.0% | 0.91% | -1.9% |
| Q1 2017 | $4,781,000 | -4.2% | 57,649 | -7.7% | 0.93% | -6.3% |
| Q4 2016 | $4,989,000 | -20.5% | 62,440 | -23.4% | 0.99% | -34.5% |
| Q3 2016 | $6,275,000 | +3.7% | 81,499 | +2.0% | 1.52% | -5.7% |
| Q2 2016 | $6,052,000 | +1.5% | 79,885 | -1.6% | 1.61% | +0.2% |
| Q1 2016 | $5,961,000 | +4.9% | 81,219 | +1.7% | 1.60% | +0.3% |
| Q4 2015 | $5,683,000 | +5.9% | 79,886 | +0.2% | 1.60% | -1.5% |
| Q3 2015 | $5,366,000 | -5.3% | 79,732 | +3.2% | 1.62% | -16.2% |
| Q2 2015 | $5,664,000 | – | 77,277 | – | 1.94% | – |
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% |