WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |