WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,244 | -3.3% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,346 | +2.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,613 | -0.1% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $61,702 | +12.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | -6.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -9.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $65,000 | -1.5% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $66,000 | +11.9% | 996 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | -1.7% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | +5.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +12.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +4.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,000 | +15.0% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -24.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | +8.2% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -14.0% | 498 | -15.3% | 0.00% | -50.0% |
| Q2 2019 | $57,000 | +1.8% | 588 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $56,000 | – | 598 | – | 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% |