WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,745 | -3.3% | 3,346 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $212,805 | +2.8% | 3,346 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $206,982 | +99410.6% | 3,346 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $208 | -99.9% | 3,346 | -10.1% | 0.01% | -56.2% |
| Q4 2015 | $264,000 | -13.7% | 3,720 | -18.1% | 0.02% | -15.8% |
| Q3 2015 | $306,000 | -19.3% | 4,541 | -13.3% | 0.02% | -9.5% |
| Q2 2015 | $379,000 | -35.8% | 5,239 | -35.0% | 0.02% | -34.4% |
| Q1 2015 | $590,000 | -39.7% | 8,056 | -38.9% | 0.03% | -48.4% |
| Q4 2014 | $978,000 | -4.3% | 13,185 | -8.2% | 0.06% | -7.5% |
| Q3 2014 | $1,022,000 | -15.0% | 14,360 | -15.4% | 0.07% | -26.4% |
| Q2 2014 | $1,202,000 | – | 16,980 | – | 0.09% | – |
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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% |