WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,501,444 | -29.8% | 284,593 | -27.5% | 0.03% | -42.2% |
Q2 2023 | $24,947,396 | +5.6% | 392,393 | +2.8% | 0.04% | +2.3% |
Q1 2023 | $23,618,414 | +0.8% | 381,624 | +0.9% | 0.04% | -6.4% |
Q4 2022 | $23,441,614 | +123.1% | 378,374 | +99.1% | 0.05% | +95.8% |
Q3 2022 | $10,505,000 | -11.4% | 190,058 | -5.2% | 0.02% | -7.7% |
Q2 2022 | $11,861,000 | +23.5% | 200,461 | +23.3% | 0.03% | +36.8% |
Q1 2022 | $9,604,000 | -21.2% | 162,538 | -11.9% | 0.02% | -17.4% |
Q4 2021 | $12,192,000 | +8.4% | 184,577 | +95.8% | 0.02% | 0.0% |
Q3 2021 | $11,252,000 | -3.1% | 94,249 | -2.3% | 0.02% | -8.0% |
Q2 2021 | $11,615,000 | +13.1% | 96,504 | +7.8% | 0.02% | 0.0% |
Q1 2021 | $10,267,000 | +32.4% | 89,484 | +24.1% | 0.02% | +19.0% |
Q4 2020 | $7,753,000 | +27.2% | 72,111 | +14.2% | 0.02% | +16.7% |
Q3 2020 | $6,094,000 | -12.4% | 63,119 | -15.7% | 0.02% | -21.7% |
Q2 2020 | $6,957,000 | +20.6% | 74,915 | -60.0% | 0.02% | -4.2% |
Q1 2020 | $5,769,000 | – | 187,442 | – | 0.02% | – |
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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% |