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 | $893,059 | -2.7% | 14,524 | +0.6% | 0.12% | -0.8% |
| Q2 2023 | $918,290 | +4.7% | 14,439 | +1.8% | 0.12% | -5.6% |
| Q1 2023 | $877,439 | +1.7% | 14,184 | +1.9% | 0.13% | -11.3% |
| Q4 2022 | $862,704 | +12.8% | 13,926 | +0.6% | 0.14% | -3.4% |
| Q3 2022 | $765,000 | -3.5% | 13,840 | +3.1% | 0.15% | -0.7% |
| Q2 2022 | $793,000 | -9.6% | 13,426 | +0.6% | 0.15% | +5.7% |
| Q1 2022 | $877,000 | -0.1% | 13,346 | +0.4% | 0.14% | +2.9% |
| Q4 2021 | $878,000 | +12.7% | 13,296 | +103.6% | 0.14% | +2.3% |
| Q3 2021 | $779,000 | +2.1% | 6,531 | +2.9% | 0.13% | -1.5% |
| Q2 2021 | $763,000 | +4.1% | 6,344 | -0.8% | 0.14% | -5.6% |
| Q1 2021 | $733,000 | +9.9% | 6,394 | +2.2% | 0.14% | +1.4% |
| Q4 2020 | $667,000 | +15.4% | 6,259 | +5.1% | 0.14% | -2.1% |
| Q3 2020 | $578,000 | +5.1% | 5,956 | +0.5% | 0.14% | -5.9% |
| Q2 2020 | $550,000 | +15.3% | 5,924 | +0.5% | 0.15% | -1.3% |
| Q1 2020 | $477,000 | – | 5,896 | – | 0.16% | – |
Download | ||||||
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% |