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 | $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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |