WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |