WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $251,883 | -5.1% | 4,116 | -4.1% | 0.05% | -14.8% |
| Q4 2022 | $265,393 | +12.5% | 4,293 | +0.5% | 0.06% | -3.2% |
| Q3 2022 | $236,000 | -6.0% | 4,271 | +0.5% | 0.06% | +18.9% |
| Q2 2022 | $251,000 | -10.4% | 4,249 | -0.2% | 0.05% | +6.0% |
| Q1 2022 | $280,000 | +2.9% | 4,258 | +3.4% | 0.05% | +4.2% |
| Q4 2021 | $272,000 | +6.2% | 4,116 | +101.0% | 0.05% | +2.1% |
| Q3 2021 | $256,000 | +0.4% | 2,048 | +0.2% | 0.05% | -23.0% |
| Q2 2021 | $255,000 | -14.7% | 2,043 | -19.3% | 0.06% | -19.7% |
| Q1 2021 | $299,000 | +19.6% | 2,532 | +8.9% | 0.08% | -32.1% |
| Q4 2020 | $250,000 | – | 2,325 | – | 0.11% | – |
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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% |