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 | $5,005,486 | -16.7% | 81,403 | -13.9% | 0.28% | -11.3% |
| Q2 2023 | $6,010,657 | -4.2% | 94,507 | -6.2% | 0.31% | -6.9% |
| Q1 2023 | $6,275,508 | -20.5% | 100,726 | -20.9% | 0.33% | -30.3% |
| Q4 2022 | $7,889,414 | +16.1% | 127,351 | +3.5% | 0.48% | +1.5% |
| Q3 2022 | $6,798,000 | -0.5% | 123,027 | +6.4% | 0.47% | -8.5% |
| Q2 2022 | $6,833,000 | +8.8% | 115,610 | +21.0% | 0.52% | +2.6% |
| Q1 2022 | $6,281,000 | -13.4% | 95,574 | -13.0% | 0.50% | -12.8% |
| Q4 2021 | $7,255,000 | +11.6% | 109,851 | +101.6% | 0.58% | +8.7% |
| Q3 2021 | $6,501,000 | +9.4% | 54,494 | +10.4% | 0.53% | +8.8% |
| Q2 2021 | $5,940,000 | -7.5% | 49,369 | -11.8% | 0.49% | -15.0% |
| Q1 2021 | $6,419,000 | -22.8% | 55,969 | -27.7% | 0.57% | -28.3% |
| Q4 2020 | $8,320,000 | +1.1% | 77,394 | -8.7% | 0.80% | -9.8% |
| Q3 2020 | $8,229,000 | -47.8% | 84,802 | -50.1% | 0.89% | -57.1% |
| Q2 2020 | $15,754,000 | +17.3% | 169,791 | +2.3% | 2.07% | -5.6% |
| Q1 2020 | $13,436,000 | +81.0% | 166,001 | +136.8% | 2.19% | +69.1% |
| Q4 2019 | $7,424,000 | -1.2% | 70,087 | -7.6% | 1.30% | +6.8% |
| Q3 2019 | $7,512,000 | -3.9% | 75,828 | -6.0% | 1.21% | -2.2% |
| Q2 2019 | $7,819,000 | +2.4% | 80,687 | -0.5% | 1.24% | -7.9% |
| Q1 2019 | $7,638,000 | -30.0% | 81,070 | -37.2% | 1.35% | -41.5% |
| Q4 2018 | $10,906,000 | +114.7% | 129,143 | +142.6% | 2.30% | +37.2% |
| Q3 2018 | $5,079,000 | -27.3% | 53,235 | -31.9% | 1.68% | +2.4% |
| Q2 2018 | $6,983,000 | – | 78,171 | – | 1.64% | – |
Download | ||||||
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% |