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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |