WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 264 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,405 | -2.2% | 4,456 | -4.9% | 0.02% | -8.3% |
| Q1 2023 | $289,816 | +0.3% | 4,685 | +0.5% | 0.02% | -14.3% |
| Q4 2022 | $288,811 | +11.9% | 4,662 | 0.0% | 0.03% | -3.4% |
| Q3 2022 | $258,000 | -6.5% | 4,662 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $276,000 | -9.8% | 4,662 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $306,000 | -1.6% | 4,662 | -1.1% | 0.03% | 0.0% |
| Q4 2021 | $311,000 | +10.3% | 4,712 | +99.2% | 0.03% | 0.0% |
| Q3 2021 | $282,000 | -1.4% | 2,365 | -0.5% | 0.03% | -6.1% |
| Q2 2021 | $286,000 | +4.8% | 2,377 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $273,000 | +6.6% | 2,377 | 0.0% | 0.04% | -18.6% |
| Q4 2020 | $256,000 | +8.9% | 2,377 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $235,000 | -4.9% | 2,377 | -9.8% | 0.04% | -19.6% |
| Q2 2020 | $247,000 | +19.3% | 2,635 | +11.7% | 0.06% | 0.0% |
| Q1 2020 | $207,000 | – | 2,360 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |