WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,958,362 | +0.2% | 405,892 | +3.6% | 0.01% | 0.0% |
| Q2 2023 | $24,906,700 | +3.7% | 391,614 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $24,017,092 | -8.5% | 388,248 | -8.4% | 0.01% | -12.5% |
| Q4 2022 | $26,245,321 | -5.7% | 423,653 | -15.9% | 0.01% | -11.1% |
| Q3 2022 | $27,836,000 | +17.9% | 503,725 | +26.1% | 0.01% | +28.6% |
| Q2 2022 | $23,603,000 | -1.4% | 399,365 | +9.6% | 0.01% | +16.7% |
| Q1 2022 | $23,949,000 | -0.7% | 364,414 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $24,115,000 | +13.1% | 365,163 | +104.4% | 0.01% | +20.0% |
| Q3 2021 | $21,313,000 | +1.2% | 178,671 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $21,057,000 | +2.4% | 175,002 | -2.4% | 0.01% | 0.0% |
| Q1 2021 | $20,573,000 | +4.7% | 179,392 | -1.9% | 0.01% | 0.0% |
| Q4 2020 | $19,658,000 | +9.5% | 182,874 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $17,951,000 | +9.6% | 184,981 | +4.9% | 0.01% | 0.0% |
| Q2 2020 | $16,374,000 | +18.0% | 176,298 | +2.8% | 0.01% | 0.0% |
| Q1 2020 | $13,881,000 | -36.7% | 171,490 | -17.2% | 0.01% | -16.7% |
| Q4 2019 | $21,938,000 | +14.8% | 207,095 | +7.4% | 0.01% | +20.0% |
| Q3 2019 | $19,110,000 | +9.3% | 192,891 | +6.9% | 0.01% | 0.0% |
| Q2 2019 | $17,487,000 | +4.3% | 180,467 | +1.4% | 0.01% | 0.0% |
| Q1 2019 | $16,774,000 | +11.0% | 178,032 | -0.5% | 0.01% | 0.0% |
| Q4 2018 | $15,108,000 | -2.0% | 178,898 | +10.7% | 0.01% | +25.0% |
| Q3 2018 | $15,422,000 | -30.6% | 161,637 | -34.7% | 0.00% | -42.9% |
| Q2 2018 | $22,213,000 | -34.4% | 247,498 | -35.3% | 0.01% | -30.0% |
| Q1 2018 | $33,861,000 | -1.3% | 382,657 | +2.8% | 0.01% | 0.0% |
| Q4 2017 | $34,294,000 | +7.0% | 372,274 | +0.9% | 0.01% | 0.0% |
| Q3 2017 | $32,053,000 | +5.0% | 369,097 | +1.7% | 0.01% | 0.0% |
| Q2 2017 | $30,527,000 | +1.9% | 363,070 | +0.6% | 0.01% | 0.0% |
| Q1 2017 | $29,945,000 | -10.9% | 361,083 | -14.1% | 0.01% | -16.7% |
| Q4 2016 | $33,603,000 | +8.4% | 420,573 | +4.5% | 0.01% | +9.1% |
| Q3 2016 | $30,999,000 | -4.1% | 402,644 | -5.6% | 0.01% | -15.4% |
| Q2 2016 | $32,330,000 | +15.1% | 426,738 | +11.6% | 0.01% | +18.2% |
| Q1 2016 | $28,078,000 | +13.0% | 382,532 | +9.5% | 0.01% | +10.0% |
| Q4 2015 | $24,855,000 | -37.1% | 349,392 | -40.5% | 0.01% | -41.2% |
| Q3 2015 | $39,491,000 | -25.9% | 586,796 | -20.2% | 0.02% | -19.0% |
| Q2 2015 | $53,302,000 | -47.3% | 735,307 | -46.7% | 0.02% | +5.0% |
| Q1 2015 | $101,140,000 | +107.7% | 1,379,794 | +110.1% | 0.02% | +5.3% |
| Q4 2014 | $48,706,000 | +19.5% | 656,775 | +14.7% | 0.02% | +11.8% |
| Q3 2014 | $40,754,000 | -6.0% | 572,627 | -6.4% | 0.02% | -5.6% |
| Q2 2014 | $43,335,000 | +14.1% | 612,012 | +9.0% | 0.02% | +12.5% |
| Q1 2014 | $37,973,000 | +2.6% | 561,316 | +0.9% | 0.02% | 0.0% |
| Q4 2013 | $37,011,000 | +16.3% | 556,218 | +6.9% | 0.02% | +6.7% |
| Q3 2013 | $31,836,000 | +10.0% | 520,106 | +7.4% | 0.02% | 0.0% |
| Q2 2013 | $28,951,000 | – | 484,051 | – | 0.02% | – |
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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% |