WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 366 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,747,987 | +6.9% | 92,756 | +6.1% | 0.07% | +4.2% |
| Q1 2024 | $6,313,181 | +11.9% | 87,453 | +2.9% | 0.07% | 0.0% |
| Q4 2023 | $5,643,603 | +9.8% | 85,019 | +1.7% | 0.07% | -1.4% |
| Q3 2023 | $5,141,782 | -13.4% | 83,620 | -10.4% | 0.07% | -11.1% |
| Q2 2023 | $5,936,869 | +3.7% | 93,347 | +0.9% | 0.08% | -4.7% |
| Q1 2023 | $5,724,030 | +2.5% | 92,532 | +2.7% | 0.08% | -5.6% |
| Q4 2022 | $5,584,297 | +11.3% | 90,142 | -0.7% | 0.09% | +3.4% |
| Q3 2022 | $5,015,453 | -12.3% | 90,761 | -6.2% | 0.09% | -18.7% |
| Q2 2022 | $5,718,000 | -37.2% | 96,752 | -30.2% | 0.11% | -29.6% |
| Q1 2022 | $9,110,000 | – | 138,612 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |