WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,980 | +2.8% | 550 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $34,023 | -85.3% | 550 | -74.8% | 0.02% | -87.2% |
| Q4 2019 | $231,000 | +6.9% | 2,181 | 0.0% | 0.16% | -2.4% |
| Q3 2019 | $216,000 | +2.4% | 2,181 | 0.0% | 0.17% | +1.8% |
| Q2 2019 | $211,000 | +2.9% | 2,181 | 0.0% | 0.16% | -2.4% |
| Q1 2019 | $205,000 | -1.4% | 2,181 | 0.0% | 0.17% | +1.8% |
| Q4 2018 | $208,000 | 0.0% | 2,181 | 0.0% | 0.17% | +0.6% |
| Q3 2018 | $208,000 | +3.5% | 2,181 | 0.0% | 0.16% | -8.3% |
| Q4 2017 | $201,000 | – | 2,181 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |