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 | $1,622,684 | +22.8% | 26,389 | +27.0% | 0.10% | +29.6% |
| Q2 2023 | $1,321,073 | +27.6% | 20,772 | +24.2% | 0.08% | +20.9% |
| Q1 2023 | $1,034,931 | +3.1% | 16,730 | +3.3% | 0.07% | -5.6% |
| Q4 2022 | $1,003,772 | +172369.4% | 16,203 | +53.9% | 0.07% | +57.8% |
| Q3 2022 | $582 | +11.1% | 10,530 | +18.8% | 0.04% | +9.8% |
| Q2 2022 | $524 | +26.0% | 8,866 | +40.1% | 0.04% | +46.4% |
| Q1 2022 | $416 | +47.5% | 6,329 | +47.9% | 0.03% | +27.3% |
| Q4 2021 | $282 | +30.6% | 4,278 | +136.2% | 0.02% | +4.8% |
| Q3 2021 | $216 | -0.9% | 1,811 | 0.0% | 0.02% | -19.2% |
| Q2 2021 | $218 | +4.8% | 1,811 | 0.0% | 0.03% | -18.8% |
| Q1 2021 | $208 | – | 1,811 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |