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 | $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% | – |
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% |