WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,540 | -31.7% | 24,938 | -30.3% | 0.00% | -20.0% |
| Q2 2023 | $2,255 | +3.4% | 35,769 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $2,181 | -12.1% | 35,654 | -10.8% | 0.01% | -16.7% |
| Q4 2022 | $2,482 | -99.9% | 39,949 | -2.9% | 0.01% | 0.0% |
| Q3 2022 | $2,306,000 | -5.9% | 41,159 | -0.7% | 0.01% | -14.3% |
| Q2 2022 | $2,451,000 | -19.6% | 41,470 | -10.6% | 0.01% | +16.7% |
| Q1 2022 | $3,047,000 | -3.3% | 46,369 | +77.1% | 0.01% | 0.0% |
| Q4 2021 | $3,150,000 | +3.9% | 26,177 | +3.0% | 0.01% | 0.0% |
| Q3 2021 | $3,031,000 | -3.8% | 25,411 | -2.9% | 0.01% | 0.0% |
| Q2 2021 | $3,150,000 | +27.5% | 26,177 | +21.5% | 0.01% | +20.0% |
| Q1 2021 | $2,471,000 | +6.4% | 21,550 | -0.2% | 0.01% | 0.0% |
| Q4 2020 | $2,322,000 | +37.8% | 21,597 | +24.4% | 0.01% | 0.0% |
| Q3 2020 | $1,685,000 | – | 17,366 | – | 0.01% | – |
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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% |