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 | $2,117,671 | -16.4% | 34,439 | -13.6% | 0.29% | -15.1% |
| Q2 2023 | $2,533,858 | +2.5% | 39,841 | -0.3% | 0.34% | +0.9% |
| Q1 2023 | $2,471,559 | -3.4% | 39,954 | -3.2% | 0.34% | -8.3% |
| Q4 2022 | $2,558,305 | +17.9% | 41,296 | +5.2% | 0.37% | +8.8% |
| Q3 2022 | $2,170,000 | -9.6% | 39,262 | -3.3% | 0.34% | -5.5% |
| Q2 2022 | $2,400,000 | -10.2% | 40,614 | -0.2% | 0.36% | -0.3% |
| Q1 2022 | $2,674,000 | -1.4% | 40,688 | -0.9% | 0.36% | 0.0% |
| Q4 2021 | $2,712,000 | +10.8% | 41,059 | +100.2% | 0.36% | -0.3% |
| Q3 2021 | $2,447,000 | +1.4% | 20,510 | +2.2% | 0.36% | -0.3% |
| Q2 2021 | $2,414,000 | +14.2% | 20,060 | +8.8% | 0.36% | +2.2% |
| Q1 2021 | $2,114,000 | +44.9% | 18,431 | +35.8% | 0.36% | +25.7% |
| Q4 2020 | $1,459,000 | +28.1% | 13,574 | +15.7% | 0.28% | +3.3% |
| Q3 2020 | $1,139,000 | +87.3% | 11,734 | +79.3% | 0.28% | +36.8% |
| Q2 2020 | $608,000 | +29.9% | 6,545 | +22.9% | 0.20% | +21.8% |
| Q1 2020 | $468,000 | -46.7% | 5,327 | -36.0% | 0.16% | -36.5% |
| Q4 2019 | $878,000 | +120.6% | 8,328 | +107.2% | 0.26% | +84.4% |
| Q3 2019 | $398,000 | +18.1% | 4,019 | +3.7% | 0.14% | +5.2% |
| Q3 2017 | $337,000 | +16750.0% | 3,875 | +10971.4% | 0.13% | +13300.0% |
| Q4 2015 | $2,000 | – | 35 | – | 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% |