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 | $761,795 | -3.7% | 12,389 | -0.4% | 0.38% | -1.0% |
| Q2 2023 | $791,168 | -6.9% | 12,440 | -9.5% | 0.39% | -14.2% |
| Q1 2023 | $850,202 | -0.9% | 13,744 | -0.8% | 0.45% | -8.9% |
| Q4 2022 | $858,130 | +7.0% | 13,852 | -4.5% | 0.50% | +5.1% |
| Q3 2022 | $802,000 | -7.2% | 14,505 | -0.8% | 0.47% | -12.1% |
| Q2 2022 | $864,000 | -11.3% | 14,619 | -1.3% | 0.54% | +11.9% |
| Q1 2022 | $974,000 | -4.0% | 14,814 | -3.6% | 0.48% | 0.0% |
| Q4 2021 | $1,015,000 | +10.1% | 15,368 | +98.9% | 0.48% | -16.8% |
| Q3 2021 | $922,000 | -9.3% | 7,727 | -8.5% | 0.58% | -7.4% |
| Q2 2021 | $1,016,000 | +1.6% | 8,445 | -3.1% | 0.62% | -15.5% |
| Q1 2021 | $1,000,000 | +1.6% | 8,719 | -4.7% | 0.74% | -9.1% |
| Q4 2020 | $984,000 | +7.4% | 9,149 | -3.1% | 0.81% | -10.2% |
| Q3 2020 | $916,000 | – | 9,440 | – | 0.90% | – |
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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% |