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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |