WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $414,972 | +12.8% | 6,698 | +0.6% | 0.26% | +4.4% |
| Q3 2022 | $368,000 | -4.7% | 6,659 | +1.9% | 0.25% | +1.2% |
| Q2 2022 | $386,000 | -7.0% | 6,536 | +3.6% | 0.24% | +15.0% |
| Q1 2022 | $415,000 | +6.4% | 6,308 | +6.7% | 0.21% | +12.7% |
| Q4 2021 | $390,000 | +4.6% | 5,910 | +88.9% | 0.19% | 0.0% |
| Q3 2021 | $373,000 | +38.7% | 3,128 | +39.8% | 0.19% | +54.9% |
| Q2 2021 | $269,000 | +5.5% | 2,238 | +0.5% | 0.12% | -4.7% |
| Q1 2021 | $255,000 | +7.1% | 2,226 | +0.5% | 0.13% | -12.9% |
| Q4 2020 | $238,000 | – | 2,215 | – | 0.15% | – |
Download | ||||||
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% |