WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,119 | -3.3% | 4,214 | 0.0% | 0.03% | +3.3% |
| Q2 2023 | $268,010 | -20.3% | 4,214 | -22.5% | 0.03% | -40.0% |
| Q1 2023 | $336,209 | -0.1% | 5,435 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $336,698 | +12.2% | 5,435 | 0.0% | 0.05% | -24.3% |
| Q3 2022 | $300,000 | -8.8% | 5,435 | -2.3% | 0.07% | -18.6% |
| Q2 2022 | $329,000 | -10.1% | 5,564 | 0.0% | 0.09% | +8.9% |
| Q1 2022 | $366,000 | -5.4% | 5,564 | -5.1% | 0.08% | -4.8% |
| Q4 2021 | $387,000 | +52.4% | 5,864 | +178.2% | 0.08% | +62.7% |
| Q3 2021 | $254,000 | 0.0% | 2,108 | 0.0% | 0.05% | -13.6% |
| Q2 2021 | $254,000 | +5.0% | 2,108 | 0.0% | 0.06% | -9.2% |
| Q1 2021 | $242,000 | +9.5% | 2,108 | +2.4% | 0.06% | -8.5% |
| Q4 2020 | $221,000 | +10.5% | 2,058 | 0.0% | 0.07% | -10.1% |
| Q3 2020 | $200,000 | – | 2,058 | – | 0.08% | – |
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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% |