OPTIMUM INVESTMENT ADVISORS - WISDOMTREE TR ownership

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
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$75,009
+8.0%
1,1300.0%0.04%
+5.6%
Q3 2023$69,484
-3.3%
1,1300.0%0.04%
+2.9%
Q2 2023$71,868
+2.8%
1,1300.0%0.04%
-5.4%
Q1 2023$69,902
-0.1%
1,1300.0%0.04%
-2.6%
Q4 2022$70,004
+4.5%
1,130
-6.1%
0.04%
+5.6%
Q3 2022$67,000
-5.6%
1,2040.0%0.04%0.0%
Q2 2022$71,000
-10.1%
1,204
+0.1%
0.04%
+9.1%
Q1 2022$79,0000.0%1,2030.0%0.03%
+6.5%
Q4 2021$79,000
-2.5%
1,203
+78.0%
0.03%
-8.8%
Q3 2021$81,000
-78.8%
676
-78.7%
0.03%
-71.4%
Q2 2021$382,000
-0.3%
3,176
-4.8%
0.12%
+6.2%
Q1 2021$383,000
+6.7%
3,3360.0%0.11%
+2.8%
Q4 2020$359,000
+10.5%
3,336
-0.2%
0.11%0.0%
Q3 2020$325,000
-0.3%
3,344
-4.7%
0.11%
-4.4%
Q2 2020$326,000
+11.3%
3,508
-3.0%
0.11%
-5.0%
Q1 2020$293,000
-60.2%
3,617
-48.0%
0.12%
-45.2%
Q4 2019$737,000
+0.4%
6,956
-6.1%
0.22%
-5.6%
Q3 2019$734,000
-6.4%
7,404
-8.5%
0.23%
-8.7%
Q2 2019$784,000
+2.3%
8,094
-0.5%
0.25%
+1.2%
Q1 2019$766,000
+12.2%
8,133
+0.6%
0.25%
+6.8%
Q4 2018$683,000
-7.8%
8,084
+4.1%
0.24%
+14.6%
Q3 2018$741,000
-7.6%
7,763
-13.1%
0.20%
-11.3%
Q2 2018$802,000
+0.6%
8,937
-0.8%
0.23%
-1.3%
Q1 2018$797,000
-38.4%
9,010
-35.9%
0.23%
-43.2%
Q4 2017$1,294,000
+2.3%
14,050
-3.6%
0.41%
-2.8%
Q3 2017$1,265,000
-1.0%
14,570
-4.1%
0.42%
-4.1%
Q2 2017$1,278,000
+1.5%
15,196
+0.1%
0.44%
-0.9%
Q1 2017$1,259,000
-2.7%
15,176
-6.3%
0.45%
-8.4%
Q4 2016$1,294,000
+1.3%
16,191
-2.5%
0.49%
+1.5%
Q3 2016$1,278,000
-7.7%
16,598
-9.2%
0.48%
-10.6%
Q2 2016$1,385,000
-0.1%
18,285
-3.2%
0.54%
-1.5%
Q1 2016$1,386,000
+9.1%
18,885
+5.8%
0.54%
+11.0%
Q4 2015$1,270,000
+4.4%
17,858
-1.1%
0.49%0.0%
Q3 2015$1,216,000
-7.7%
18,063
+0.5%
0.49%
+17.7%
Q1 2015$1,317,000
+5.2%
17,970
+6.4%
0.42%
+3.7%
Q4 2014$1,252,000
+5.5%
16,883
+1.2%
0.40%
+2.0%
Q3 2014$1,187,000
-0.2%
16,683
-0.7%
0.39%
+2.3%
Q2 2014$1,189,000
+3.8%
16,796
-0.9%
0.38%
-10.7%
Q1 2014$1,146,000
-0.6%
16,946
-2.2%
0.43%
-0.7%
Q4 2013$1,153,000
+6.7%
17,326
-1.9%
0.43%
-2.0%
Q3 2013$1,081,00017,6610.44%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 107,267$7,050,00010.52%
Revolve Wealth Partners, LLC 529,669$34,810,00010.04%
IAG Wealth Partners, LLC 325,432$21,387,0006.73%
FIDELIS iM, LLC 138,075$9,074,0005.33%
TOBIAS FINANCIAL ADVISORS, INC. 213,533$14,033,0004.84%
WADE G W & INC 1,405,526$92,371,0003.96%
ShoreHaven Wealth Partners, LLC 96,960$6,372,0003.36%
Prestige Wealth Management Group LLC 177,088$11,638,0002.86%
Traverso Chambers Private Wealth Management, LLC 137,691$9,049,0002.70%
Virginia National Bank 32,464$2,134,0002.44%
View complete list of WISDOMTREE TR shareholders