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 | $342,550 | +2.8% | 5,386 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $333,178 | -0.1% | 5,386 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $333,663 | +12.0% | 5,386 | 0.0% | 0.04% | +2.5% |
| Q3 2022 | $298,000 | -6.3% | 5,386 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $318,000 | +8.2% | 5,386 | +20.3% | 0.04% | +25.8% |
| Q1 2022 | $294,000 | -0.7% | 4,476 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $296,000 | +10.9% | 4,476 | +100.0% | 0.03% | +6.9% |
| Q3 2021 | $267,000 | -0.7% | 2,238 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $269,000 | +4.7% | 2,238 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $257,000 | +1411.8% | 2,238 | +1036.0% | 0.03% | +400.0% |
| Q4 2018 | $17,000 | -10.5% | 197 | +1.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | +11.8% | 195 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $17,000 | 0.0% | 194 | +0.5% | 0.01% | 0.0% |
| Q1 2018 | $17,000 | +6.2% | 193 | +2.1% | 0.01% | -14.3% |
| Q2 2017 | $16,000 | – | 189 | – | 0.01% | – |
Download | ||||||
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% |