WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $24,000 | -4.0% | 205 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $25,000 | +19.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | +5.0% | 205 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $20,000 | +5.3% | 205 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $19,000 | +11.8% | 205 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $17,000 | -22.7% | 205 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $22,000 | +10.0% | 205 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $20,000 | 0.0% | 205 | 0.0% | 0.02% | +5.6% |
| Q2 2019 | $20,000 | +5.3% | 205 | 0.0% | 0.02% | +28.6% |
| Q1 2019 | $19,000 | +11.8% | 205 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $17,000 | – | 205 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |