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 | $623,857 | -0.4% | 8,575 | -1.1% | 0.02% | -8.0% |
| Q1 2024 | $626,081 | -1.2% | 8,673 | -9.1% | 0.02% | -10.7% |
| Q4 2023 | $633,387 | -3.1% | 9,542 | -10.3% | 0.03% | -15.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |