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 | $867 | +51.6% | 14,100 | +56.7% | 0.00% | 0.0% |
| Q2 2023 | $572 | -99.8% | 9,000 | +57.9% | 0.00% | – |
| Q3 2022 | $315,000 | -33.4% | 5,700 | -20.8% | 0.00% | -100.0% |
| Q1 2022 | $473,000 | -61.1% | 7,200 | -60.9% | 0.00% | -50.0% |
| Q4 2021 | $1,215,000 | +197.1% | 18,400 | +384.2% | 0.00% | – |
| Q4 2020 | $409,000 | -25.8% | 3,800 | -26.9% | 0.00% | – |
| Q4 2019 | $551,000 | +131.5% | 5,200 | +116.7% | 0.00% | – |
| Q3 2019 | $238,000 | -27.7% | 2,400 | -29.4% | 0.00% | – |
| Q2 2019 | $329,000 | +27.5% | 3,400 | +25.9% | 0.00% | – |
| Q3 2018 | $258,000 | -50.1% | 2,700 | -53.4% | 0.00% | – |
| Q2 2018 | $517,000 | +101.2% | 5,800 | +100.0% | 0.00% | – |
| Q1 2018 | $257,000 | – | 2,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |