WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 4 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,049 | -3.9% | 4,886 | 0.0% | 0.03% | -11.8% |
| Q2 2023 | $312,264 | +2.5% | 4,886 | 0.0% | 0.03% | -15.0% |
| Q1 2023 | $304,691 | -1.0% | 4,886 | 0.0% | 0.04% | -13.0% |
| Q4 2022 | $307,623 | +13.9% | 4,886 | 0.0% | 0.05% | -14.8% |
| Q3 2022 | $270,000 | -6.6% | 4,886 | 0.0% | 0.05% | -12.9% |
| Q2 2022 | $289,000 | -10.5% | 4,886 | 0.0% | 0.06% | -13.9% |
| Q1 2022 | $323,000 | -0.3% | 4,886 | 0.0% | 0.07% | -28.0% |
| Q4 2021 | $324,000 | – | 4,886 | – | 0.10% | – |
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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% |