WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,443,000 | -2.0% | 543,877 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $34,122,000 | -5.2% | 536,498 | -7.8% | 0.01% | -10.0% |
| Q1 2023 | $35,984,000 | +1.6% | 581,697 | +1.7% | 0.01% | 0.0% |
| Q4 2022 | $35,423,000 | +29.1% | 571,802 | +15.2% | 0.01% | +11.1% |
| Q3 2022 | $27,428,000 | -4.5% | 496,344 | +2.2% | 0.01% | +12.5% |
| Q2 2022 | $28,707,000 | -7.1% | 485,716 | +3.3% | 0.01% | 0.0% |
| Q1 2022 | $30,900,000 | +14.3% | 470,184 | +14.8% | 0.01% | +33.3% |
| Q4 2021 | $27,041,000 | -1.6% | 409,452 | +77.7% | 0.01% | -14.3% |
| Q3 2021 | $27,484,000 | +8.5% | 230,388 | +9.4% | 0.01% | 0.0% |
| Q2 2021 | $25,327,000 | +5.4% | 210,497 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $24,034,000 | +80.7% | 209,574 | +69.4% | 0.01% | +75.0% |
| Q4 2020 | $13,300,000 | +14.8% | 123,720 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $11,586,000 | +30.7% | 119,406 | +25.1% | 0.00% | 0.0% |
| Q2 2020 | $8,862,000 | +11.6% | 95,429 | -2.8% | 0.00% | 0.0% |
| Q1 2020 | $7,944,000 | -57.1% | 98,145 | -43.9% | 0.00% | -42.9% |
| Q4 2019 | $18,520,000 | +4.2% | 174,829 | -2.5% | 0.01% | 0.0% |
| Q3 2019 | $17,767,000 | -6.0% | 179,333 | -8.1% | 0.01% | -12.5% |
| Q2 2019 | $18,905,000 | +3.6% | 195,113 | +0.8% | 0.01% | 0.0% |
| Q1 2019 | $18,246,000 | +33.6% | 193,655 | +19.7% | 0.01% | +14.3% |
| Q4 2018 | $13,660,000 | -10.9% | 161,753 | +0.7% | 0.01% | +16.7% |
| Q3 2018 | $15,333,000 | +17.5% | 160,699 | +10.6% | 0.01% | 0.0% |
| Q2 2018 | $13,045,000 | +13.9% | 145,348 | +12.3% | 0.01% | +20.0% |
| Q1 2018 | $11,457,000 | -1.2% | 129,466 | +2.9% | 0.01% | 0.0% |
| Q4 2017 | $11,592,000 | +8.2% | 125,840 | +2.0% | 0.01% | 0.0% |
| Q3 2017 | $10,717,000 | +17.4% | 123,420 | +13.7% | 0.01% | 0.0% |
| Q2 2017 | $9,127,000 | -14.9% | 108,556 | -16.0% | 0.01% | -16.7% |
| Q1 2017 | $10,721,000 | -15.8% | 129,295 | -18.9% | 0.01% | -14.3% |
| Q4 2016 | $12,740,000 | +16.6% | 159,443 | +12.4% | 0.01% | +16.7% |
| Q3 2016 | $10,923,000 | -5.5% | 141,860 | -7.0% | 0.01% | -14.3% |
| Q2 2016 | $11,554,000 | +7.7% | 152,514 | +4.3% | 0.01% | 0.0% |
| Q1 2016 | $10,732,000 | -8.3% | 146,204 | -11.1% | 0.01% | -12.5% |
| Q4 2015 | $11,700,000 | +8.7% | 164,466 | +2.8% | 0.01% | 0.0% |
| Q3 2015 | $10,765,000 | -0.7% | 159,947 | +6.9% | 0.01% | +14.3% |
| Q2 2015 | $10,844,000 | +27.5% | 149,587 | +29.0% | 0.01% | +16.7% |
| Q1 2015 | $8,502,000 | -0.8% | 115,982 | +0.4% | 0.01% | 0.0% |
| Q4 2014 | $8,570,000 | +36.5% | 115,563 | +31.0% | 0.01% | +50.0% |
| Q3 2014 | $6,278,000 | +3.5% | 88,224 | +3.0% | 0.00% | 0.0% |
| Q2 2014 | $6,067,000 | +10.4% | 85,679 | +5.4% | 0.00% | 0.0% |
| Q1 2014 | $5,497,000 | +4.1% | 81,253 | +2.4% | 0.00% | 0.0% |
| Q4 2013 | $5,278,000 | +14.9% | 79,322 | +5.7% | 0.00% | 0.0% |
| Q3 2013 | $4,593,000 | +9.7% | 75,035 | +7.2% | 0.00% | 0.0% |
| Q2 2013 | $4,185,000 | – | 69,974 | – | 0.00% | – |
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% |