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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,892 | -3.3% | 4,129 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $262,604 | -86.1% | 4,129 | -86.5% | 0.03% | -86.8% |
| Q1 2023 | $1,895,554 | -5.9% | 30,643 | -5.7% | 0.26% | -12.2% |
| Q4 2022 | $2,014,143 | +14.6% | 32,512 | +2.2% | 0.29% | +14.0% |
| Q3 2022 | $1,757,000 | -2.2% | 31,799 | +4.7% | 0.26% | +8.9% |
| Q2 2022 | $1,796,000 | -8.8% | 30,386 | +1.3% | 0.24% | +17.3% |
| Q1 2022 | $1,970,000 | +16.0% | 29,988 | +16.7% | 0.20% | +23.2% |
| Q4 2021 | $1,698,000 | +9.3% | 25,706 | +97.3% | 0.16% | -3.0% |
| Q3 2021 | $1,554,000 | -0.4% | 13,029 | +0.5% | 0.17% | -5.1% |
| Q2 2021 | $1,560,000 | +5.5% | 12,963 | +0.5% | 0.18% | -7.3% |
| Q1 2021 | $1,479,000 | +7.7% | 12,899 | +1.0% | 0.19% | -3.0% |
| Q4 2020 | $1,373,000 | +10.5% | 12,775 | -0.3% | 0.20% | -10.4% |
| Q3 2020 | $1,243,000 | +5.1% | 12,812 | +0.6% | 0.22% | -3.9% |
| Q2 2020 | $1,183,000 | -28.3% | 12,738 | -37.5% | 0.23% | -39.6% |
| Q1 2020 | $1,650,000 | -30.5% | 20,382 | -9.1% | 0.38% | -10.1% |
| Q4 2019 | $2,374,000 | +9.0% | 22,411 | +2.0% | 0.42% | -5.1% |
| Q3 2019 | $2,178,000 | +28.3% | 21,981 | +25.5% | 0.45% | +15.2% |
| Q2 2019 | $1,697,000 | +4.4% | 17,515 | +1.5% | 0.39% | -4.2% |
| Q1 2019 | $1,626,000 | +11.8% | 17,259 | +0.2% | 0.40% | -4.7% |
| Q4 2018 | $1,455,000 | -10.8% | 17,224 | +0.8% | 0.42% | +1.0% |
| Q3 2018 | $1,631,000 | +7.2% | 17,094 | +0.9% | 0.42% | -0.9% |
| Q2 2018 | $1,521,000 | -2.9% | 16,944 | -4.3% | 0.42% | +8.1% |
| Q1 2018 | $1,567,000 | +2.5% | 17,713 | +6.7% | 0.39% | +1.8% |
| Q4 2017 | $1,529,000 | +5.9% | 16,594 | -0.2% | 0.39% | -19.4% |
| Q3 2017 | $1,444,000 | +2.8% | 16,632 | -0.4% | 0.48% | +8.1% |
| Q2 2017 | $1,404,000 | -5.1% | 16,702 | -6.3% | 0.44% | -23.1% |
| Q1 2017 | $1,479,000 | +54.1% | 17,831 | +48.5% | 0.58% | +26.0% |
| Q4 2016 | $960,000 | -10.7% | 12,010 | -14.0% | 0.46% | -12.6% |
| Q3 2016 | $1,075,000 | +24.3% | 13,958 | +22.2% | 0.52% | +13.9% |
| Q2 2016 | $865,000 | +19.3% | 11,424 | +15.7% | 0.46% | +1.3% |
| Q1 2016 | $725,000 | +13.5% | 9,873 | +10.0% | 0.45% | +7.6% |
| Q4 2015 | $639,000 | -0.9% | 8,978 | -6.3% | 0.42% | -6.4% |
| Q3 2015 | $645,000 | -58.7% | 9,579 | -55.5% | 0.45% | -59.2% |
| Q2 2015 | $1,560,000 | +18.7% | 21,525 | +20.1% | 1.10% | -0.6% |
| Q1 2015 | $1,314,000 | +50.2% | 17,926 | +52.0% | 1.11% | +22.9% |
| Q4 2014 | $875,000 | – | 11,797 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |