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 | $438 | -4.4% | 7,131 | -1.1% | 0.25% | -43.7% |
| Q2 2023 | $458 | +3.9% | 7,208 | +1.2% | 0.45% | +72.2% |
| Q1 2023 | $441 | -1.8% | 7,123 | -1.6% | 0.26% | -7.5% |
| Q4 2022 | $449 | -99.9% | 7,241 | +0.3% | 0.28% | +10.2% |
| Q3 2022 | $399,000 | -5.9% | 7,218 | +0.7% | 0.25% | +7.2% |
| Q2 2022 | $424,000 | -17.7% | 7,168 | -8.5% | 0.24% | +8.7% |
| Q1 2022 | $515,000 | +6.0% | 7,834 | +6.4% | 0.22% | +11.8% |
| Q4 2021 | $486,000 | +22.1% | 7,365 | +120.9% | 0.20% | -52.3% |
| Q3 2021 | $398,000 | +44.2% | 3,334 | +38.9% | 0.41% | +192.1% |
| Q1 2021 | $276,000 | – | 2,400 | – | 0.14% | – |
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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% |