WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 264 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 2024 | $595,168 | +0.8% | 8,181 | 0.0% | 0.15% | +0.7% |
| Q1 2024 | $590,586 | +8.8% | 8,181 | 0.0% | 0.15% | +1.4% |
| Q4 2023 | $543,055 | +8.0% | 8,181 | 0.0% | 0.15% | +2.1% |
| Q3 2023 | $503,050 | -3.3% | 8,181 | 0.0% | 0.14% | +1.4% |
| Q2 2023 | $520,312 | +2.8% | 8,181 | 0.0% | 0.14% | 0.0% |
| Q1 2023 | $506,077 | -0.1% | 8,181 | 0.0% | 0.14% | -4.7% |
| Q4 2022 | $506,813 | +12.1% | 8,181 | 0.0% | 0.15% | +3.4% |
| Q3 2022 | $452,000 | -10.8% | 8,181 | -4.7% | 0.14% | -3.3% |
| Q2 2022 | $507,000 | -10.1% | 8,587 | 0.0% | 0.15% | -0.7% |
| Q1 2022 | $564,000 | +1.3% | 8,587 | +1.8% | 0.15% | +4.1% |
| Q4 2021 | $557,000 | +10.7% | 8,438 | +100.0% | 0.14% | +3.6% |
| Q3 2021 | $503,000 | -7.5% | 4,219 | -6.8% | 0.14% | -7.3% |
| Q2 2021 | $544,000 | -1.4% | 4,525 | -6.1% | 0.15% | -5.0% |
| Q1 2021 | $552,000 | – | 4,818 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |