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% | – |
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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% |