WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,764,619 | -7.8% | 44,961 | -4.6% | 0.01% | +175.0% |
| Q2 2023 | $2,997,416 | +2.2% | 47,129 | -0.6% | 0.00% | -93.2% |
| Q1 2023 | $2,932,532 | -0.3% | 47,405 | -0.1% | 0.06% | +59.5% |
| Q4 2022 | $2,940,636 | +12.2% | 47,468 | +0.1% | 0.04% | +12.1% |
| Q3 2022 | $2,621,000 | -8.1% | 47,433 | -1.7% | 0.03% | -5.7% |
| Q2 2022 | $2,852,000 | -10.5% | 48,262 | -0.5% | 0.04% | +6.1% |
| Q1 2022 | $3,187,000 | -2.5% | 48,491 | -2.1% | 0.03% | +3.1% |
| Q4 2021 | $3,270,000 | +25.2% | 49,509 | +126.2% | 0.03% | -8.6% |
| Q3 2021 | $2,611,000 | -13.6% | 21,890 | -12.8% | 0.04% | -18.6% |
| Q2 2021 | $3,021,000 | +1.9% | 25,104 | -2.9% | 0.04% | -8.5% |
| Q1 2021 | $2,966,000 | -10.7% | 25,865 | -16.2% | 0.05% | -13.0% |
| Q4 2020 | $3,320,000 | +11.7% | 30,869 | +0.8% | 0.05% | -3.6% |
| Q3 2020 | $2,972,000 | -19.0% | 30,626 | -22.5% | 0.06% | -30.0% |
| Q2 2020 | $3,669,000 | – | 39,498 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 537,629 | $35,505,000 | 10.22% |
| ShoreHaven Wealth Partners, LLC | 222,384 | $14,686,000 | 7.28% |
| IAG Wealth Partners, LLC | 306,042 | $20,211,000 | 6.48% |
| Meridian Financial Partners LLC | 147,416 | $9,557,000 | 6.47% |
| FIDELIS iM, LLC | 135,546 | $8,952,000 | 5.11% |
| WADE G W & INC | 1,386,365 | $91,556,000 | 3.97% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 46,603 | $3,078,000 | 2.78% |
| Traverso Chambers Private Wealth Management, LLC | 136,520 | $9,016,000 | 2.67% |
| MOLLER WEALTH PARTNERS | 107,989 | $7,132,000 | 2.28% |
| Key FInancial Inc | 68,716 | $4,538,000 | 2.27% |