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 | $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 ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |