WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |