WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 304 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,405 | -3.3% | 7,520 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $478,272 | +2.8% | 7,520 | 0.0% | 0.06% | -3.2% |
| Q1 2023 | $465,187 | -0.1% | 7,520 | 0.0% | 0.06% | -4.6% |
| Q4 2022 | $465,864 | +12.0% | 7,520 | 0.0% | 0.06% | -3.0% |
| Q3 2022 | $416,000 | -6.3% | 7,520 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $444,000 | -10.1% | 7,520 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $494,000 | -0.6% | 7,520 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $497,000 | +9.0% | 7,520 | +96.9% | 0.07% | -1.4% |
| Q3 2021 | $456,000 | -0.9% | 3,820 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $460,000 | +5.0% | 3,820 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $438,000 | +6.6% | 3,820 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $411,000 | +10.8% | 3,820 | 0.0% | 0.07% | +4.3% |
| Q3 2020 | $371,000 | +4.5% | 3,820 | 0.0% | 0.07% | -2.8% |
| Q2 2020 | $355,000 | – | 3,820 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |