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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $75,009 | +8.0% | 1,130 | 0.0% | 0.04% | +5.6% |
Q3 2023 | $69,484 | -3.3% | 1,130 | 0.0% | 0.04% | +2.9% |
Q2 2023 | $71,868 | +2.8% | 1,130 | 0.0% | 0.04% | -5.4% |
Q1 2023 | $69,902 | -0.1% | 1,130 | 0.0% | 0.04% | -2.6% |
Q4 2022 | $70,004 | +4.5% | 1,130 | -6.1% | 0.04% | +5.6% |
Q3 2022 | $67,000 | -5.6% | 1,204 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $71,000 | -10.1% | 1,204 | +0.1% | 0.04% | +9.1% |
Q1 2022 | $79,000 | 0.0% | 1,203 | 0.0% | 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% | 3,336 | 0.0% | 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 | $1,081,000 | – | 17,661 | – | 0.44% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 107,267 | $7,050,000 | 10.52% |
Revolve Wealth Partners, LLC | 529,669 | $34,810,000 | 10.04% |
IAG Wealth Partners, LLC | 325,432 | $21,387,000 | 6.73% |
FIDELIS iM, LLC | 138,075 | $9,074,000 | 5.33% |
TOBIAS FINANCIAL ADVISORS, INC. | 213,533 | $14,033,000 | 4.84% |
WADE G W & INC | 1,405,526 | $92,371,000 | 3.96% |
ShoreHaven Wealth Partners, LLC | 96,960 | $6,372,000 | 3.36% |
Prestige Wealth Management Group LLC | 177,088 | $11,638,000 | 2.86% |
Traverso Chambers Private Wealth Management, LLC | 137,691 | $9,049,000 | 2.70% |
Virginia National Bank | 32,464 | $2,134,000 | 2.44% |