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 | $1,510,637 | -3.2% | 24,567 | +0.1% | 1.03% | -0.1% |
Q2 2023 | $1,560,524 | +4.4% | 24,537 | +1.6% | 1.03% | +3.6% |
Q1 2023 | $1,494,087 | +0.1% | 24,153 | +0.2% | 0.99% | +26.3% |
Q4 2022 | $1,493,210 | +13.6% | 24,103 | +1.4% | 0.79% | -10.4% |
Q3 2022 | $1,314,000 | -0.2% | 23,771 | +6.8% | 0.88% | +4.0% |
Q2 2022 | $1,316,000 | +13.7% | 22,259 | +26.4% | 0.84% | +17.5% |
Q1 2022 | $1,157,000 | +0.1% | 17,609 | +0.6% | 0.72% | -22.1% |
Q4 2021 | $1,156,000 | – | 17,497 | – | 0.92% | – |
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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% |