WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,315 | -5.8% | 3,197 | -8.3% | 0.00% | -20.0% |
| Q4 2022 | $215,936 | -54.1% | 3,486 | -11.6% | 0.01% | -50.0% |
| Q3 2021 | $470,000 | -23.8% | 3,943 | -42.7% | 0.01% | -56.5% |
| Q2 2018 | $617,000 | -0.3% | 6,877 | -1.5% | 0.02% | 0.0% |
| Q1 2018 | $619,000 | -53.7% | 6,985 | -51.9% | 0.02% | -43.9% |
| Q4 2017 | $1,338,000 | +117.9% | 14,529 | +105.5% | 0.04% | +57.7% |
| Q3 2017 | $614,000 | +10.6% | 7,070 | +7.2% | 0.03% | 0.0% |
| Q2 2017 | $555,000 | +82.6% | 6,598 | +80.0% | 0.03% | +62.5% |
| Q1 2017 | $304,000 | – | 3,666 | – | 0.02% | – |
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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% |