WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,586,083 | -11.9% | 123,371 | -8.9% | 0.08% | -12.8% |
Q2 2023 | $8,608,387 | -24.6% | 135,352 | -26.7% | 0.09% | -30.6% |
Q1 2023 | $11,421,254 | -16.2% | 184,631 | -16.1% | 0.12% | +2.5% |
Q4 2022 | $13,631,540 | -99.9% | 220,041 | -39.7% | 0.12% | +12.0% |
Q3 2022 | $10,090,080,000 | +100922.0% | 364,830 | +115.9% | 0.11% | +4.9% |
Q2 2022 | $9,988,000 | -17.7% | 169,003 | -8.5% | 0.10% | -18.3% |
Q1 2022 | $12,137,000 | +7.8% | 184,680 | +8.4% | 0.13% | +10.5% |
Q4 2021 | $11,255,000 | +19.6% | 170,426 | +116.0% | 0.11% | +21.3% |
Q3 2021 | $9,414,000 | +4.5% | 78,914 | +5.4% | 0.09% | -7.8% |
Q2 2021 | $9,011,000 | -8.8% | 74,892 | -13.1% | 0.10% | -18.4% |
Q1 2021 | $9,884,000 | -2.5% | 86,185 | -9.4% | 0.12% | +5.9% |
Q4 2020 | $10,136,000 | -99.7% | 95,095 | +190.8% | 0.12% | +103.4% |
Q3 2020 | $3,098,000,000 | – | 32,704 | – | 0.06% | – |
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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% |