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 | $218,290 | -3.3% | 3,550 | 0.0% | 0.09% | +1.1% |
Q2 2023 | $225,780 | +2.8% | 3,550 | 0.0% | 0.09% | -4.2% |
Q1 2023 | $219,603 | -0.1% | 3,550 | 0.0% | 0.10% | -5.9% |
Q4 2022 | $219,923 | +3.4% | 3,550 | -1.4% | 0.10% | -3.8% |
Q2 2022 | $212,760 | -10.1% | 3,600 | 0.0% | 0.11% | +3.9% |
Q1 2022 | $236,592 | -24.5% | 3,600 | -24.1% | 0.10% | -19.0% |
Q4 2021 | $313,426 | – | 4,746 | – | 0.13% | – |
Download |
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% |