WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 339 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $157,724 | +0.8% | 2,168 | 0.0% | 0.01% | +100.0% |
| Q1 2024 | $156,510 | +8.1% | 2,168 | 0.0% | 0.00% | -40.0% |
| Q4 2023 | $144,802 | +8.6% | 2,168 | 0.0% | 0.01% | 0.0% |
| 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% | – |
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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% |