WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,593 | -3.3% | 774 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $49,226 | +2.8% | 774 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $47,880 | -0.1% | 774 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $47,949 | +11.5% | 774 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $43,000 | -6.5% | 774 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $46,000 | -9.8% | 774 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $51,000 | 0.0% | 774 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $51,000 | +10.9% | 774 | +100.0% | 0.02% | -5.9% |
| Q3 2021 | $46,000 | -2.1% | 387 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 387 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 387 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $42,000 | +10.5% | 387 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $38,000 | -70.5% | 387 | -72.1% | 0.02% | -73.9% |
| Q2 2020 | $129,000 | -10.4% | 1,387 | -21.9% | 0.07% | -31.0% |
| Q1 2020 | $144,000 | -23.4% | 1,775 | 0.0% | 0.10% | -11.5% |
| Q4 2019 | $188,000 | +6.8% | 1,775 | 0.0% | 0.11% | +4.6% |
| Q3 2019 | $176,000 | +2.3% | 1,775 | 0.0% | 0.11% | +3.8% |
| Q2 2019 | $172,000 | +3.0% | 1,775 | 0.0% | 0.10% | -6.3% |
| Q1 2019 | $167,000 | +11.3% | 1,775 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $150,000 | -12.8% | 1,775 | -1.4% | 0.11% | +2.8% |
| Q3 2018 | $172,000 | +6.2% | 1,800 | 0.0% | 0.11% | -3.5% |
| Q2 2018 | $162,000 | +3.8% | 1,800 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $156,000 | -6.0% | 1,800 | 0.0% | 0.11% | -10.2% |
| Q4 2017 | $166,000 | – | 1,800 | – | 0.13% | – |
Download | ||||||
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% |