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 | $2,533 | -8.4% | 41,403 | -2.5% | 2.59% | +56.1% |
| Q2 2023 | $2,764 | -8.4% | 42,447 | -11.2% | 1.66% | -51.5% |
| Q1 2023 | $3,017 | +1.9% | 47,820 | -0.1% | 3.42% | +2.9% |
| Q4 2022 | $2,961 | -99.9% | 47,891 | -4.1% | 3.33% | -16.5% |
| Q3 2022 | $2,813,000 | -19.0% | 49,932 | -12.1% | 3.99% | +69.4% |
| Q2 2022 | $3,471,000 | -50.8% | 56,825 | -47.0% | 2.35% | -77.6% |
| Q1 2022 | $7,050,000 | -26.2% | 107,267 | -27.2% | 10.52% | +62.6% |
| Q4 2021 | $9,557,000 | +8.6% | 147,416 | +102.7% | 6.47% | +9.5% |
| Q3 2021 | $8,799,000 | +2.7% | 72,736 | +3.0% | 5.91% | +0.9% |
| Q2 2021 | $8,571,000 | +5.8% | 70,609 | +3.0% | 5.86% | -4.0% |
| Q1 2021 | $8,104,000 | +9.9% | 68,571 | +1.7% | 6.10% | +7.0% |
| Q4 2020 | $7,377,000 | +13.7% | 67,453 | +1.6% | 5.70% | +4.2% |
| Q3 2020 | $6,489,000 | +3.3% | 66,396 | +0.3% | 5.47% | -3.8% |
| Q2 2020 | $6,281,000 | +7.0% | 66,175 | +1.2% | 5.69% | -10.2% |
| Q1 2020 | $5,868,000 | -15.0% | 65,371 | +0.3% | 6.34% | -8.3% |
| Q4 2019 | $6,901,000 | +13.3% | 65,177 | +2.7% | 6.91% | +1.2% |
| Q3 2019 | $6,089,000 | -0.6% | 63,451 | +1.9% | 6.83% | -0.3% |
| Q2 2019 | $6,128,000 | +2.6% | 62,260 | +0.6% | 6.85% | +1.3% |
| Q1 2019 | $5,973,000 | +14.6% | 61,914 | +0.4% | 6.76% | -3.6% |
| Q4 2018 | $5,210,000 | – | 61,688 | – | 7.01% | – |
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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% |