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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |