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 | $23,538,577 | -2.5% | 382,803 | +0.9% | 6.56% | +2.9% |
| Q2 2023 | $24,129,812 | +4.4% | 379,400 | +1.6% | 6.38% | -0.5% |
| Q1 2023 | $23,109,418 | +4.9% | 373,576 | +5.0% | 6.41% | -1.2% |
| Q4 2022 | $22,034,198 | +11.6% | 355,677 | -0.5% | 6.49% | -1.0% |
| Q3 2022 | $19,744,000 | -1.6% | 357,289 | +5.3% | 6.56% | -0.1% |
| Q2 2022 | $20,060,000 | -6.2% | 339,423 | +4.3% | 6.56% | -2.5% |
| Q1 2022 | $21,387,000 | +5.8% | 325,432 | +6.3% | 6.73% | +3.8% |
| Q4 2021 | $20,211,000 | +19.3% | 306,042 | +115.5% | 6.48% | +7.5% |
| Q3 2021 | $16,943,000 | +5.3% | 142,029 | +6.2% | 6.03% | +4.4% |
| Q2 2021 | $16,085,000 | +7.1% | 133,684 | +2.1% | 5.77% | +0.9% |
| Q1 2021 | $15,013,000 | +12.2% | 130,910 | +5.2% | 5.72% | +4.8% |
| Q4 2020 | $13,375,000 | +19.6% | 124,418 | +8.0% | 5.46% | +5.9% |
| Q3 2020 | $11,180,000 | +20.4% | 115,201 | +15.3% | 5.16% | +14.6% |
| Q2 2020 | $9,284,000 | +77.1% | 99,952 | +54.3% | 4.50% | +28.6% |
| Q1 2020 | $5,243,000 | +344.3% | 64,774 | +481.9% | 3.50% | +353.7% |
| Q4 2019 | $1,180,000 | – | 11,132 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |