WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,198 | -4.8% | 7,972 | -1.6% | 0.20% | -9.3% |
| Q2 2023 | $515,033 | +3.0% | 8,098 | +0.2% | 0.22% | +5.4% |
| Q1 2023 | $500,014 | +0.5% | 8,083 | +0.7% | 0.20% | +3.0% |
| Q4 2022 | $497,397 | +12.8% | 8,029 | +0.6% | 0.20% | -18.1% |
| Q3 2022 | $440,916 | -0.7% | 7,979 | +6.2% | 0.24% | -1.6% |
| Q2 2022 | $444,192 | -14.7% | 7,516 | -5.2% | 0.25% | +7.4% |
| Q1 2022 | $521,024 | +10.8% | 7,928 | +11.3% | 0.23% | +29.2% |
| Q4 2021 | $470,399 | – | 7,123 | – | 0.18% | – |
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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% |