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 | $3,443 | -71.8% | 56 | -70.8% | 0.00% | – |
| Q2 2023 | $12,211 | -83.6% | 192 | -84.1% | 0.00% | – |
| Q1 2023 | $74,603 | -0.1% | 1,206 | 0.0% | 0.00% | – |
| Q4 2022 | $74,712 | +11.5% | 1,206 | 0.0% | 0.00% | – |
| Q3 2022 | $67,000 | +2133.3% | 1,206 | +2053.6% | 0.00% | – |
| Q2 2022 | $3,000 | -40.0% | 56 | +30.2% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 43 | +13.2% | 0.00% | – |
| Q3 2020 | $4,000 | -92.0% | 38 | -92.9% | 0.00% | – |
| Q2 2020 | $50,000 | +13.6% | 538 | 0.0% | 0.00% | – |
| Q1 2020 | $44,000 | -40.5% | 538 | -22.9% | 0.00% | – |
| Q4 2019 | $74,000 | +39.6% | 698 | +29.7% | 0.00% | – |
| Q3 2019 | $53,000 | +1.9% | 538 | 0.0% | 0.00% | – |
| Q2 2019 | $52,000 | -13.3% | 538 | -16.2% | 0.00% | – |
| Q1 2019 | $60,000 | +42.9% | 642 | +28.4% | 0.00% | – |
| Q4 2018 | $42,000 | -12.5% | 500 | 0.0% | 0.00% | – |
| Q3 2018 | $48,000 | +6.7% | 500 | 0.0% | 0.00% | – |
| Q2 2018 | $45,000 | +2.3% | 500 | 0.0% | 0.00% | – |
| Q1 2018 | $44,000 | -4.3% | 500 | 0.0% | 0.00% | – |
| Q4 2017 | $46,000 | +7.0% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $43,000 | +2.4% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $42,000 | +2.4% | 500 | 0.0% | 0.00% | – |
| Q1 2017 | $41,000 | +2.5% | 500 | 0.0% | 0.00% | – |
| Q4 2016 | $40,000 | +5.3% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $38,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $38,000 | -5.0% | 500 | -9.1% | 0.00% | – |
| Q1 2016 | $40,000 | -44.4% | 550 | -45.7% | 0.00% | -100.0% |
| Q4 2015 | $72,000 | +414.3% | 1,012 | +416.3% | 0.00% | – |
| Q2 2015 | $14,000 | – | 196 | – | 0.00% | – |
Download | ||||||
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% |