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 | $2,334,646 | -1.6% | 37,968 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $2,372,087 | -7.1% | 37,297 | -9.7% | 0.02% | -9.1% |
| Q1 2023 | $2,554,656 | -17.1% | 41,297 | -17.0% | 0.02% | -24.1% |
| Q4 2022 | $3,081,502 | +119.2% | 49,742 | +95.4% | 0.03% | +3.6% |
| Q3 2022 | $1,406,000 | +16.1% | 25,450 | +24.2% | 0.03% | +47.4% |
| Q2 2022 | $1,211,000 | +14.2% | 20,483 | +27.0% | 0.02% | +26.7% |
| Q1 2022 | $1,060,000 | +66.1% | 16,122 | +66.8% | 0.02% | +66.7% |
| Q4 2021 | $638,000 | -70.5% | 9,664 | -46.7% | 0.01% | -73.5% |
| Q3 2021 | $2,163,000 | -58.6% | 18,129 | -58.3% | 0.03% | -59.5% |
| Q2 2021 | $5,226,000 | +31.2% | 43,432 | +25.1% | 0.08% | +7.7% |
| Q1 2021 | $3,983,000 | +1891.5% | 34,728 | +1766.1% | 0.08% | +1850.0% |
| Q4 2020 | $200,000 | – | 1,861 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |