WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,176 | -3.3% | 3,662 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $232,903 | +2.8% | 3,662 | 0.0% | 0.11% | -1.7% |
| Q1 2023 | $226,531 | -0.1% | 3,662 | 0.0% | 0.12% | -1.7% |
| Q4 2022 | $226,861 | +6.5% | 3,662 | -5.2% | 0.12% | -2.5% |
| Q3 2022 | $213,000 | -7.8% | 3,862 | 0.0% | 0.12% | -3.2% |
| Q2 2022 | $231,000 | -9.1% | 3,862 | 0.0% | 0.12% | +1.6% |
| Q1 2022 | $254,000 | -0.4% | 3,862 | 0.0% | 0.12% | +1.7% |
| Q4 2021 | $255,000 | -9.3% | 3,862 | +64.1% | 0.12% | -20.9% |
| Q3 2021 | $281,000 | -4.7% | 2,353 | -4.1% | 0.15% | -0.6% |
| Q2 2021 | $295,000 | +5.0% | 2,453 | 0.0% | 0.15% | -2.5% |
| Q1 2021 | $281,000 | -11.4% | 2,453 | -16.8% | 0.16% | -19.4% |
| Q4 2020 | $317,000 | – | 2,949 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |