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% | – |
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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% |