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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $133,312 | -3.3% | 2,168 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $137,886 | +2.8% | 2,168 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $134,114 | +99985.1% | 2,168 | 0.0% | 0.01% | -37.5% |
Q4 2022 | $134 | -99.9% | 2,168 | 0.0% | 0.01% | +14.3% |
Q3 2022 | $120,000 | -6.2% | 2,168 | 0.0% | 0.01% | +40.0% |
Q2 2022 | $128,000 | -9.9% | 2,168 | 0.0% | 0.01% | +25.0% |
Q1 2022 | $142,000 | -88.8% | 2,168 | -88.7% | 0.00% | -85.7% |
Q4 2021 | $1,266,000 | +881.4% | 19,164 | +1667.9% | 0.03% | +833.3% |
Q3 2021 | $129,000 | -0.8% | 1,084 | 0.0% | 0.00% | -25.0% |
Q2 2021 | $130,000 | -96.8% | 1,084 | -97.0% | 0.00% | -96.3% |
Q1 2021 | $4,065,000 | – | 35,651 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |