WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,298 | +31.1% | 5,241 | +35.6% | 0.03% | +28.6% |
| Q2 2023 | $245,836 | +12.3% | 3,865 | +9.3% | 0.02% | +5.0% |
| Q1 2023 | $218,819 | +1.3% | 3,537 | +1.4% | 0.02% | -9.1% |
| Q4 2022 | $216,064 | -44.3% | 3,487 | -50.2% | 0.02% | 0.0% |
| Q3 2022 | $388,000 | +31.5% | 7,005 | +39.8% | 0.02% | +29.4% |
| Q2 2022 | $295,000 | -6.6% | 5,012 | +4.3% | 0.02% | +13.3% |
| Q1 2022 | $316,000 | +51.2% | 4,807 | +177.7% | 0.02% | -28.6% |
| Q2 2021 | $209,000 | -11.8% | 1,731 | -41.1% | 0.02% | -61.1% |
| Q1 2020 | $237,000 | -14.1% | 2,939 | +12.9% | 0.05% | +28.6% |
| Q4 2019 | $276,000 | +6.6% | 2,603 | 0.0% | 0.04% | -22.2% |
| Q3 2019 | $259,000 | +2.8% | 2,603 | 0.0% | 0.05% | +63.6% |
| Q2 2019 | $252,000 | +18.9% | 2,603 | +16.3% | 0.03% | -29.8% |
| Q1 2019 | $212,000 | – | 2,239 | – | 0.05% | – |
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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% |