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 | $1,016,452 | -90.0% | 16,530 | -89.6% | 0.70% | -89.7% |
| Q2 2023 | $10,124,285 | -12.6% | 159,187 | -15.0% | 6.77% | -16.7% |
| Q1 2023 | $11,582,117 | -18.6% | 187,231 | -18.4% | 8.13% | -18.9% |
| Q4 2022 | $14,220,253 | +16.5% | 229,544 | +3.9% | 10.02% | +7.5% |
| Q3 2022 | $12,209,000 | +10.3% | 220,948 | +18.0% | 9.32% | +17.3% |
| Q2 2022 | $11,068,000 | +73.7% | 187,285 | +93.2% | 7.95% | +136.3% |
| Q1 2022 | $6,372,000 | -56.6% | 96,960 | -56.4% | 3.36% | -53.8% |
| Q4 2021 | $14,686,000 | +11.1% | 222,384 | +100.6% | 7.28% | +5.6% |
| Q3 2021 | $13,223,000 | +1.3% | 110,850 | +2.2% | 6.89% | -1.8% |
| Q2 2021 | $13,054,000 | +20.2% | 108,500 | +14.6% | 7.02% | +19.2% |
| Q1 2021 | $10,861,000 | +10.6% | 94,710 | +3.6% | 5.88% | +7.0% |
| Q4 2020 | $9,823,000 | – | 91,381 | – | 5.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |