WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,643,595 | -37.1% | 124,306 | -35.0% | 2.01% | -38.8% |
Q2 2023 | $12,159,109 | +4.3% | 191,181 | +1.4% | 3.28% | -4.2% |
Q1 2023 | $11,657,452 | -12.8% | 188,449 | -12.6% | 3.42% | -22.1% |
Q4 2022 | $13,361,605 | +12.4% | 215,684 | +0.2% | 4.39% | +4.6% |
Q3 2022 | $11,891,000 | -2.5% | 215,181 | +4.3% | 4.20% | +2.4% |
Q2 2022 | $12,195,000 | -13.1% | 206,337 | -3.4% | 4.10% | -15.4% |
Q1 2022 | $14,033,000 | +23.8% | 213,533 | +124.6% | 4.84% | +14.2% |
Q3 2021 | $11,339,000 | +9.6% | 95,058 | +10.5% | 4.24% | +3.5% |
Q2 2021 | $10,350,000 | +8.7% | 86,021 | +3.6% | 4.10% | +1.5% |
Q1 2021 | $9,523,000 | +18.1% | 83,038 | +10.7% | 4.04% | +9.5% |
Q4 2020 | $8,061,000 | +13.2% | 74,984 | +2.1% | 3.69% | -5.6% |
Q3 2020 | $7,124,000 | +8.0% | 73,416 | +3.4% | 3.90% | +0.8% |
Q2 2020 | $6,594,000 | -2.9% | 70,992 | -15.4% | 3.87% | -21.2% |
Q1 2020 | $6,794,000 | -21.3% | 83,941 | +3.0% | 4.91% | -11.0% |
Q4 2019 | $8,628,000 | – | 81,458 | – | 5.52% | – |
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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% |