WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,611 | -6.4% | 1,376 | -3.2% | 0.02% | 0.0% |
Q2 2023 | $90,440 | -99.2% | 1,422 | -99.2% | 0.02% | -99.2% |
Q1 2023 | $10,797,045 | -3.8% | 174,540 | -3.6% | 2.71% | -7.2% |
Q4 2022 | $11,222,242 | +10.0% | 181,150 | -1.9% | 2.92% | +2.0% |
Q3 2022 | $10,204,000 | -6.2% | 184,658 | +0.3% | 2.87% | -2.8% |
Q2 2022 | $10,880,000 | -6.5% | 184,097 | +4.0% | 2.95% | +3.0% |
Q1 2022 | $11,638,000 | +4592.7% | 177,088 | +4622.3% | 2.86% | +4754.2% |
Q4 2021 | $248,000 | +10.7% | 3,750 | +100.0% | 0.06% | +3.5% |
Q3 2021 | $224,000 | -0.9% | 1,875 | 0.0% | 0.06% | -5.0% |
Q2 2021 | $226,000 | – | 1,875 | – | 0.06% | – |
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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% |