WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
---|---|---|---|
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% |