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% | – |
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% |