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 | $1,499,516 | +3.1% | 24,386 | +6.6% | 1.71% | +6.8% |
| Q2 2023 | $1,454,523 | +16.0% | 22,870 | +12.8% | 1.60% | +10.7% |
| Q1 2023 | $1,253,978 | +21.7% | 20,271 | +21.9% | 1.45% | +14.6% |
| Q4 2022 | $1,030,521 | +10.1% | 16,635 | -1.7% | 1.26% | +0.2% |
| Q3 2022 | $936,000 | -6.0% | 16,930 | +0.4% | 1.26% | -1.9% |
| Q2 2022 | $996,000 | -9.7% | 16,855 | +0.4% | 1.29% | +4.4% |
| Q1 2022 | $1,103,000 | +0.3% | 16,781 | +0.7% | 1.23% | +2.2% |
| Q4 2021 | $1,100,000 | – | 16,662 | – | 1.21% | – |
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% |