WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |