WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,927,332 | -4.9% | 31,344 | -1.7% | 0.53% | -3.3% |
| Q2 2023 | $2,027,586 | +3.2% | 31,880 | +0.3% | 0.55% | -6.2% |
| Q1 2023 | $1,965,620 | +11.1% | 31,775 | +11.2% | 0.58% | +0.9% |
| Q4 2022 | $1,769,695 | +44.8% | 28,567 | +29.2% | 0.58% | +31.6% |
| Q3 2022 | $1,222,000 | +16.0% | 22,117 | +24.1% | 0.44% | +21.9% |
| Q2 2022 | $1,053,000 | – | 17,822 | – | 0.36% | – |
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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% |