WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |