WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $653,906 | -1.2% | 10,634 | +2.2% | 0.03% | -2.9% |
| Q2 2023 | $661,628 | +3.2% | 10,403 | +0.4% | 0.03% | -8.1% |
| Q1 2023 | $640,846 | +0.8% | 10,360 | +1.0% | 0.04% | -7.5% |
| Q4 2022 | $635,666 | +18.4% | 10,261 | +5.6% | 0.04% | -2.4% |
| Q3 2022 | $537,000 | +20.9% | 9,713 | +29.3% | 0.04% | +5.1% |
| Q2 2022 | $444,000 | -9.6% | 7,514 | +0.7% | 0.04% | +5.4% |
| Q1 2022 | $491,000 | 0.0% | 7,465 | +0.4% | 0.04% | +2.8% |
| Q4 2021 | $491,000 | +11.3% | 7,433 | +101.2% | 0.04% | 0.0% |
| Q3 2021 | $441,000 | – | 3,694 | – | 0.04% | – |
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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% |