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 | $15,342,394 | -3.4% | 249,510 | -0.0% | 4.10% | -1.6% |
| Q2 2023 | $15,876,133 | +3.6% | 249,625 | +0.8% | 4.17% | -0.7% |
| Q1 2023 | $15,317,602 | +1.4% | 247,617 | +1.5% | 4.20% | -3.3% |
| Q4 2022 | $15,112,157 | +11.9% | 243,941 | -0.2% | 4.34% | +4.9% |
| Q3 2022 | $13,511,000 | +66.4% | 244,499 | +78.0% | 4.14% | +52.5% |
| Q2 2022 | $8,119,000 | -10.3% | 137,377 | -0.2% | 2.72% | +0.6% |
| Q1 2022 | $9,049,000 | +0.4% | 137,691 | +0.9% | 2.70% | +0.9% |
| Q4 2021 | $9,016,000 | +11.5% | 136,520 | +101.4% | 2.67% | +6.2% |
| Q3 2021 | $8,087,000 | -0.0% | 67,797 | +0.8% | 2.52% | -1.2% |
| Q2 2021 | $8,090,000 | +4.9% | 67,236 | -0.0% | 2.55% | -2.0% |
| Q1 2021 | $7,712,000 | +6.6% | 67,250 | -0.1% | 2.60% | +0.0% |
| Q4 2020 | $7,236,000 | +9.8% | 67,308 | -0.9% | 2.60% | +2.1% |
| Q3 2020 | $6,590,000 | +7.0% | 67,907 | +2.4% | 2.55% | -1.4% |
| Q2 2020 | $6,158,000 | +17.8% | 66,297 | +2.6% | 2.58% | +4.9% |
| Q1 2020 | $5,229,000 | -18.6% | 64,609 | +6.5% | 2.46% | -9.8% |
| Q4 2019 | $6,427,000 | -48.5% | 60,672 | -51.9% | 2.73% | -54.2% |
| Q3 2019 | $12,488,000 | +5.9% | 126,054 | +4.6% | 5.97% | +3.7% |
| Q2 2019 | $11,788,000 | -9.0% | 120,554 | -12.3% | 5.76% | -9.4% |
| Q1 2019 | $12,951,000 | +12.8% | 137,460 | +1.1% | 6.35% | +2.4% |
| Q4 2018 | $11,477,000 | – | 135,908 | – | 6.20% | – |
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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% |