WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,084 | -3.3% | 16,996 | 0.0% | 0.49% | -3.9% |
| Q2 2023 | $1,080,436 | +2.8% | 16,996 | 0.0% | 0.51% | -1.9% |
| Q1 2023 | $1,051,373 | -0.1% | 16,996 | 0.0% | 0.52% | -4.6% |
| Q4 2022 | $1,052,902 | +12.1% | 16,996 | 0.0% | 0.54% | +1.7% |
| Q3 2022 | $939,000 | -6.5% | 16,996 | 0.0% | 0.54% | -2.4% |
| Q2 2022 | $1,004,000 | -10.1% | 16,996 | 0.0% | 0.55% | +2.0% |
| Q1 2022 | $1,117,000 | -0.4% | 16,996 | 0.0% | 0.54% | +8.9% |
| Q4 2021 | $1,122,000 | +10.7% | 16,996 | +100.0% | 0.49% | +7.2% |
| Q3 2021 | $1,014,000 | -0.8% | 8,498 | 0.0% | 0.46% | +9.3% |
| Q2 2021 | $1,022,000 | +2.7% | 8,498 | -8.2% | 0.42% | -13.4% |
| Q4 2020 | $995,000 | +9.9% | 9,254 | -0.7% | 0.49% | -12.3% |
| Q3 2020 | $905,000 | +7.7% | 9,321 | +3.1% | 0.55% | -6.1% |
| Q2 2020 | $840,000 | +18.0% | 9,041 | +2.8% | 0.59% | -9.0% |
| Q1 2020 | $712,000 | – | 8,792 | – | 0.65% | – |
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% |