WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,426,134 | +1.6% | 143,315 | +0.8% | 1.72% | -1.4% |
| Q1 2024 | $10,259,135 | +39.6% | 142,113 | +28.4% | 1.75% | +28.1% |
| Q4 2023 | $7,346,673 | +2.3% | 110,676 | -5.2% | 1.36% | -1.9% |
| Q3 2023 | $7,178,343 | -46.9% | 116,740 | -45.1% | 1.39% | -41.5% |
| Q2 2023 | $13,524,658 | -7.8% | 212,652 | -10.3% | 2.38% | -17.9% |
| Q1 2023 | $14,661,891 | -1.7% | 237,017 | -1.5% | 2.89% | -9.0% |
| Q4 2022 | $14,909,073 | +13.4% | 240,663 | +1.2% | 3.18% | +23.7% |
| Q3 2022 | $13,146,000 | +9223.4% | 237,893 | +13869.1% | 2.57% | +2323.6% |
| Q1 2017 | $141,000 | – | 1,703 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |