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 | $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 ↓ |
|---|---|---|---|
| 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% |