WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $203,040 | -3.3% | 3,302 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $210,007 | -22.1% | 3,302 | -24.1% | 0.09% | -32.6% |
Q4 2022 | $269,606 | +12.3% | 4,352 | 0.0% | 0.14% | 0.0% |
Q3 2022 | $240,000 | -6.6% | 4,352 | 0.0% | 0.14% | -4.2% |
Q2 2022 | $257,000 | +1.6% | 4,352 | +13.0% | 0.14% | +17.1% |
Q1 2022 | $253,000 | -0.4% | 3,852 | 0.0% | 0.12% | +0.8% |
Q4 2021 | $254,000 | +96.9% | 3,852 | +190.5% | 0.12% | +64.9% |
Q3 2020 | $129,000 | +4.9% | 1,326 | 0.0% | 0.07% | +2.8% |
Q2 2020 | $123,000 | -13.4% | 1,326 | -24.4% | 0.07% | -22.6% |
Q1 2020 | $142,000 | -13.4% | 1,754 | +5.7% | 0.09% | +5.7% |
Q4 2019 | $164,000 | 0.0% | 1,659 | 0.0% | 0.09% | +1.1% |
Q3 2019 | $164,000 | +1.9% | 1,659 | 0.0% | 0.09% | -1.1% |
Q2 2019 | $161,000 | +1.9% | 1,659 | 0.0% | 0.09% | +95.6% |
Q1 2019 | $158,000 | – | 1,659 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |