WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 310 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 | $471,505 | +27.3% | 7,668 | +31.7% | 0.05% | +32.5% |
| Q2 2023 | $370,406 | -64.0% | 5,824 | -66.6% | 0.04% | -71.6% |
| Q2 2022 | $1,030,000 | +56.5% | 17,434 | +75.0% | 0.14% | +95.8% |
| Q4 2021 | $658,000 | +94.7% | 9,963 | +251.3% | 0.07% | +56.5% |
| Q3 2021 | $338,000 | -56.2% | 2,836 | -55.7% | 0.05% | -83.4% |
| Q2 2021 | $771,000 | – | 6,400 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |