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 | $1,176,059 | +49.0% | 19,126 | +54.1% | 0.00% | – |
| Q2 2023 | $789,155 | -34.7% | 12,408 | -36.5% | 0.00% | – |
| Q1 2023 | $1,209,128 | +124.7% | 19,546 | +125.0% | 0.00% | – |
| Q4 2022 | $538,211 | +70.3% | 8,688 | +51.7% | 0.00% | – |
| Q3 2022 | $316,000 | -9.5% | 5,727 | -3.2% | 0.00% | – |
| Q2 2022 | $349,000 | -14.5% | 5,914 | -4.8% | 0.00% | – |
| Q1 2022 | $408,000 | -0.2% | 6,210 | +0.1% | 0.00% | – |
| Q4 2021 | $409,000 | +6.0% | 6,202 | +91.4% | 0.00% | – |
| Q3 2021 | $386,000 | +2.1% | 3,241 | +3.0% | 0.00% | – |
| Q2 2021 | $378,000 | +9.9% | 3,147 | +4.9% | 0.00% | – |
| Q1 2021 | $344,000 | +57.8% | 3,000 | +47.8% | 0.00% | – |
| Q4 2020 | $218,000 | +6.3% | 2,030 | -3.8% | 0.00% | – |
| Q3 2020 | $205,000 | +0.5% | 2,111 | -4.0% | 0.00% | – |
| Q2 2020 | $204,000 | -1.4% | 2,200 | -14.0% | 0.00% | – |
| Q1 2020 | $207,000 | +34.4% | 2,559 | +75.9% | 0.00% | – |
| Q4 2019 | $154,000 | +10.8% | 1,455 | +3.1% | 0.00% | – |
| Q3 2019 | $139,000 | +101.4% | 1,411 | +97.6% | 0.00% | – |
| Q2 2019 | $69,000 | +430.8% | 714 | +428.9% | 0.00% | – |
| Q1 2019 | $13,000 | 0.0% | 135 | -10.0% | 0.00% | – |
| Q4 2018 | $13,000 | +1200.0% | 150 | +1263.6% | 0.00% | – |
| Q3 2018 | $1,000 | – | 11 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |