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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,192 | +6.1% | 784 | 0.0% | 0.02% | -3.8% |
| Q3 2023 | $47,314 | -5.1% | 784 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $49,847 | -68.3% | 784 | -69.1% | 0.03% | -70.5% |
| Q1 2023 | $157,060 | -0.3% | 2,534 | 0.0% | 0.10% | -11.2% |
| Q4 2022 | $157,588 | +7.2% | 2,534 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $147,000 | -3.9% | 2,534 | 0.0% | 0.11% | +1.0% |
| Q2 2022 | $153,000 | -5.6% | 2,534 | 0.0% | 0.10% | 0.0% |
| Q1 2022 | $162,000 | -4.1% | 2,534 | 0.0% | 0.10% | -4.5% |
| Q4 2021 | $169,000 | – | 2,534 | – | 0.11% | – |
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% |