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 | $13,864,060 | -8.0% | 225,469 | -4.9% | 3.19% | -9.5% |
| Q2 2023 | $15,073,116 | -32.3% | 236,999 | -34.2% | 3.53% | -37.7% |
| Q1 2023 | $22,265,127 | -31.6% | 359,928 | -31.5% | 5.66% | -39.2% |
| Q4 2022 | $32,569,924 | +6.1% | 525,745 | -5.4% | 9.32% | -9.2% |
| Q3 2022 | $30,710,000 | -5.1% | 555,731 | +1.5% | 10.26% | -3.4% |
| Q2 2022 | $32,350,000 | -7.1% | 547,373 | +3.3% | 10.62% | +5.8% |
| Q1 2022 | $34,810,000 | -2.0% | 529,669 | -1.5% | 10.04% | -1.7% |
| Q4 2021 | $35,505,000 | – | 537,629 | – | 10.22% | – |
Download | ||||||
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% |