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 | $319 | -3.6% | 5 | -91.9% | 0.00% | -100.0% |
| Q1 2023 | $331 | -99.9% | 62 | +12.7% | 0.01% | 0.0% |
| Q3 2022 | $296,000 | -6.3% | 55 | -6.8% | 0.01% | 0.0% |
| Q2 2022 | $316,000 | -10.2% | 59 | -10.6% | 0.01% | 0.0% |
| Q1 2022 | $352,000 | -0.3% | 66 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $353,000 | +196.6% | 66 | +2100.0% | 0.01% | -85.7% |
| Q3 2021 | $119,000 | -0.8% | 3 | 0.0% | 0.06% | +30.2% |
| Q2 2021 | $120,000 | -60.8% | 3 | 0.0% | 0.04% | +616.7% |
| Q1 2021 | $306,000 | +30500.0% | 3 | -75.0% | 0.01% | +500.0% |
| Q4 2020 | $1,000 | -100.0% | 12 | -76.9% | 0.00% | -92.3% |
| Q1 2020 | $4,247,000 | – | 52 | – | 0.01% | – |
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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% |