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 2023 | $74,403 | -3.3% | 1,210 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $76,957 | -6.3% | 1,210 | -8.9% | 0.03% | -15.0% |
| Q1 2023 | $82,149 | -19.4% | 1,328 | -19.3% | 0.04% | -25.9% |
| Q4 2022 | $101,970 | +15.9% | 1,646 | +2.5% | 0.05% | +17.4% |
| Q3 2022 | $88,000 | -35.8% | 1,606 | -31.0% | 0.05% | -31.3% |
| Q2 2022 | $137,000 | -11.0% | 2,326 | -0.3% | 0.07% | +6.3% |
| Q1 2022 | $154,000 | -22.6% | 2,334 | -22.4% | 0.06% | -22.2% |
| Q4 2021 | $199,000 | +6.4% | 3,008 | +91.5% | 0.08% | -5.8% |
| Q3 2021 | $187,000 | -23.0% | 1,571 | -30.7% | 0.09% | -48.8% |
| Q4 2020 | $243,000 | -19.0% | 2,266 | -26.7% | 0.17% | -26.6% |
| Q3 2020 | $300,000 | +3.1% | 3,092 | -1.5% | 0.23% | -2.6% |
| Q2 2020 | $291,000 | -4.9% | 3,138 | -17.2% | 0.24% | -16.4% |
| Q1 2020 | $306,000 | -63.7% | 3,788 | -52.4% | 0.28% | -48.2% |
| Q4 2019 | $843,000 | – | 7,959 | – | 0.54% | – |
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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% |