WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,323 | -8.8% | 11,747 | -5.7% | 0.67% | -6.4% |
| Q2 2023 | $791,947 | -9.8% | 12,452 | -12.3% | 0.72% | -14.0% |
| Q1 2023 | $877,917 | -4.5% | 14,192 | -4.3% | 0.84% | -6.1% |
| Q4 2022 | $919,028 | +6.6% | 14,835 | -4.9% | 0.89% | -2.2% |
| Q3 2022 | $862,000 | -25.3% | 15,605 | -20.1% | 0.91% | -16.6% |
| Q2 2022 | $1,154,000 | +243.5% | 19,526 | +281.4% | 1.09% | +356.1% |
| Q1 2022 | $336,000 | 0.0% | 5,120 | +0.6% | 0.24% | +6.7% |
| Q4 2021 | $336,000 | +2.1% | 5,090 | +84.8% | 0.22% | -23.5% |
| Q3 2021 | $329,000 | +4.4% | 2,755 | +5.4% | 0.29% | +7.3% |
| Q2 2021 | $315,000 | – | 2,614 | – | 0.27% | – |
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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% |