WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |