WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |