WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 189 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97 | -4.9% | 1,585 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $102 | +3.0% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $99 | 0.0% | 1,600 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $99 | -99.9% | 1,600 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $88,000 | -7.4% | 1,600 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $95,000 | -9.5% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $105,000 | -0.9% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $106,000 | +11.6% | 1,600 | +100.0% | 0.01% | +16.7% |
| Q3 2021 | $95,000 | -1.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $96,000 | +4.3% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $92,000 | +7.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $86,000 | +10.3% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $78,000 | +5.4% | 800 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $74,000 | +13.8% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $65,000 | -23.5% | 800 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $85,000 | +7.6% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $79,000 | +1.3% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $78,000 | +4.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $75,000 | +10.3% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $68,000 | -10.5% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $76,000 | +5.6% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $72,000 | +1.4% | 800 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $71,000 | – | 800 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |