WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |