WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,785,080 | +5.9% | 409,415 | +5.0% | 5.98% | -1.0% |
| Q1 2024 | $28,137,726 | +10.6% | 389,773 | +1.7% | 6.04% | +4.1% |
| Q4 2023 | $25,440,904 | +8.1% | 383,261 | +0.1% | 5.80% | -11.5% |
| 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 | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |