WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. 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% | – |
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% |