WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,594,257 | -20.6% | 204,818 | -17.8% | 1.05% | -4.8% |
| Q2 2023 | $15,855,803 | +3.5% | 249,305 | +0.6% | 1.10% | -1.1% |
| Q1 2023 | $15,325,195 | +15.5% | 247,740 | +15.6% | 1.11% | +17.2% |
| Q4 2022 | $13,271,799 | +11.8% | 214,234 | -0.2% | 0.95% | -3.0% |
| Q3 2022 | $11,868,000 | -6.0% | 214,759 | +0.5% | 0.98% | +2.3% |
| Q2 2022 | $12,625,000 | +6.4% | 213,614 | +18.3% | 0.96% | +19.8% |
| Q1 2022 | $11,869,000 | -7.6% | 180,601 | -7.2% | 0.80% | -3.3% |
| Q4 2021 | $12,850,000 | +11.0% | 194,583 | +100.5% | 0.82% | +0.2% |
| Q3 2021 | $11,578,000 | +1.0% | 97,060 | +1.9% | 0.82% | -4.8% |
| Q2 2021 | $11,458,000 | +71.3% | 95,232 | +63.3% | 0.86% | +69.5% |
| Q1 2021 | $6,689,000 | +128.2% | 58,329 | +114.0% | 0.51% | +117.5% |
| Q4 2020 | $2,931,000 | +11.4% | 27,258 | +0.6% | 0.23% | -0.4% |
| Q3 2020 | $2,630,000 | – | 27,102 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 107,267 | $7,050,000 | 10.52% |
| Revolve Wealth Partners, LLC | 529,669 | $34,810,000 | 10.04% |
| IAG Wealth Partners, LLC | 325,432 | $21,387,000 | 6.73% |
| FIDELIS iM, LLC | 138,075 | $9,074,000 | 5.33% |
| TOBIAS FINANCIAL ADVISORS, INC. | 213,533 | $14,033,000 | 4.84% |
| WADE G W & INC | 1,405,526 | $92,371,000 | 3.96% |
| ShoreHaven Wealth Partners, LLC | 96,960 | $6,372,000 | 3.36% |
| Prestige Wealth Management Group LLC | 177,088 | $11,638,000 | 2.86% |
| Traverso Chambers Private Wealth Management, LLC | 137,691 | $9,049,000 | 2.70% |
| Virginia National Bank | 32,464 | $2,134,000 | 2.44% |