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 | $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% | – |
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% |