WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,074,378 | +1.3% | 14,768 | +0.6% | 0.11% | -3.6% |
| Q1 2024 | $1,060,181 | +9.2% | 14,686 | +0.4% | 0.11% | -2.7% |
| Q4 2023 | $970,788 | +8.7% | 14,625 | +0.7% | 0.11% | -4.2% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |