WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $256,794 | -0.1% | 4,151 | +0.0% | 0.08% | -7.1% |
| Q4 2022 | $257,114 | +23.0% | 4,150 | +9.2% | 0.08% | -11.5% |
| Q3 2022 | $209,000 | -6.7% | 3,800 | 0.0% | 0.10% | -11.9% |
| Q2 2022 | $224,000 | -8.9% | 3,800 | +1.4% | 0.11% | +3.8% |
| Q1 2022 | $246,000 | -0.4% | 3,747 | +0.0% | 0.10% | +5.0% |
| Q4 2021 | $247,000 | -4.6% | 3,746 | +72.4% | 0.10% | -38.7% |
| Q3 2021 | $259,000 | +564.1% | 2,173 | +485.7% | 0.16% | +482.1% |
| Q4 2020 | $39,000 | – | 371 | – | 0.03% | – |
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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% |