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 | $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 ↓ |
---|---|---|---|
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% |