WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 366 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,994,660 | -2.3% | 27,418 | -3.1% | 0.22% | -3.1% |
| Q1 2024 | $2,041,831 | +8.2% | 28,284 | -0.6% | 0.23% | +0.4% |
| Q4 2023 | $1,887,943 | +6.2% | 28,441 | -1.6% | 0.23% | -4.2% |
| Q3 2023 | $1,777,494 | -10.9% | 28,907 | -7.9% | 0.24% | -11.5% |
| Q2 2023 | $1,995,280 | -15.1% | 31,372 | -17.4% | 0.27% | -20.2% |
| Q1 2023 | $2,350,742 | -2.4% | 38,001 | -2.3% | 0.34% | -12.2% |
| Q4 2022 | $2,408,554 | -91.3% | 38,879 | -92.2% | 0.38% | -92.2% |
| Q3 2022 | $27,647,000 | +10.1% | 500,306 | +17.8% | 4.94% | +21.7% |
| Q2 2022 | $25,110,000 | +1722.2% | 424,887 | +1925.9% | 4.06% | +1815.6% |
| Q1 2022 | $1,378,000 | +0.1% | 20,973 | +0.5% | 0.21% | +11.6% |
| Q4 2021 | $1,377,000 | – | 20,864 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |