WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,369 | -7.3% | 6,007 | -4.1% | 0.17% | -5.1% |
| Q2 2023 | $398,286 | -1.3% | 6,262 | -4.0% | 0.18% | -10.2% |
| Q1 2023 | $403,434 | -2.6% | 6,521 | -2.4% | 0.20% | -7.5% |
| Q4 2022 | $414,077 | +12.2% | 6,684 | +0.2% | 0.21% | +3.4% |
| Q3 2022 | $369,000 | -35.8% | 6,671 | -31.5% | 0.21% | -34.2% |
| Q2 2022 | $575,000 | -44.2% | 9,736 | -38.0% | 0.31% | -40.8% |
| Q1 2022 | $1,031,000 | -13.0% | 15,695 | -12.5% | 0.53% | -8.0% |
| Q4 2021 | $1,185,000 | -9.0% | 17,943 | +64.4% | 0.58% | -30.9% |
| Q3 2021 | $1,302,000 | -4.8% | 10,912 | -3.9% | 0.83% | -7.1% |
| Q2 2021 | $1,367,000 | +5.2% | 11,358 | +0.3% | 0.90% | -2.5% |
| Q1 2021 | $1,299,000 | -2.3% | 11,325 | -8.5% | 0.92% | -8.1% |
| Q4 2020 | $1,330,000 | -17.8% | 12,376 | -25.8% | 1.00% | -21.8% |
| Q3 2020 | $1,618,000 | -98.7% | 16,678 | +1253.7% | 1.28% | +1387.2% |
| Q3 2019 | $122,178,000 | – | 1,232 | – | 0.09% | – |
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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% |