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 | $274,492 | -0.5% | 3,773 | -1.2% | 0.05% | -5.7% |
Q1 2024 | $275,765 | +8.8% | 3,820 | 0.0% | 0.05% | -1.9% |
Q4 2023 | $253,571 | +5.6% | 3,820 | -2.2% | 0.05% | -1.8% |
Q3 2023 | $240,180 | -5.6% | 3,906 | -2.4% | 0.06% | -3.5% |
Q2 2023 | $254,400 | -19.3% | 4,000 | -21.5% | 0.06% | -23.0% |
Q1 2023 | $315,177 | -28.0% | 5,095 | -28.2% | 0.07% | -51.6% |
Q4 2022 | $437,823 | -0.3% | 7,096 | -10.7% | 0.15% | -11.0% |
Q3 2022 | $439,000 | -17.0% | 7,950 | -7.4% | 0.17% | -3.9% |
Q2 2022 | $529,000 | -11.2% | 8,582 | -5.4% | 0.18% | 0.0% |
Q1 2022 | $596,000 | -23.6% | 9,070 | -23.3% | 0.18% | -22.2% |
Q4 2021 | $780,000 | -57.2% | 11,818 | -17.5% | 0.23% | -57.7% |
Q3 2021 | $1,822,000 | -28.8% | 14,329 | -31.3% | 0.54% | -32.2% |
Q2 2021 | $2,558,000 | -4.9% | 20,851 | -8.3% | 0.80% | -5.8% |
Q1 2021 | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
Q4 2020 | $2,571,000 | – | 23,915 | – | 0.97% | – |
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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% |