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 | $676,938 | -3.0% | 11,009 | +0.3% | 0.46% | +2.9% |
| Q2 2023 | $697,899 | +0.6% | 10,973 | -2.2% | 0.44% | -3.3% |
| Q1 2023 | $694,025 | -7.0% | 11,219 | -6.8% | 0.46% | -11.4% |
| Q4 2022 | $745,945 | +13.9% | 12,041 | +1.5% | 0.52% | -2.3% |
| Q3 2022 | $655,000 | -7.4% | 11,861 | -1.0% | 0.53% | -0.9% |
| Q2 2022 | $707,000 | -9.8% | 11,975 | +0.4% | 0.54% | +6.8% |
| Q1 2022 | $784,000 | -2.6% | 11,929 | -2.1% | 0.50% | +1.8% |
| Q4 2021 | $805,000 | +2.7% | 12,182 | +2.1% | 0.49% | -1.8% |
| Q1 2021 | $784,000 | – | 11,929 | – | 0.50% | – |
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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% |