WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 198 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $342,192 | -3.3% | 5,565 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $353,934 | +2.8% | 5,565 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $344,251 | +99682.9% | 5,565 | 0.0% | 0.02% | +6.7% |
Q4 2022 | $345 | -99.9% | 5,565 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $308,000 | -6.4% | 5,565 | 0.0% | 0.02% | +7.1% |
Q2 2022 | $329,000 | +0.9% | 5,565 | +12.1% | 0.01% | +27.3% |
Q1 2022 | $326,000 | -0.6% | 4,966 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $328,000 | -44.6% | 4,966 | 0.0% | 0.01% | -8.3% |
Q3 2021 | $592,000 | +98.0% | 4,966 | +100.0% | 0.01% | +9.1% |
Q2 2021 | $299,000 | +4.9% | 2,483 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $285,000 | -32.9% | 2,483 | -37.2% | 0.01% | -40.0% |
Q4 2020 | $425,000 | +10.7% | 3,956 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $384,000 | -0.3% | 3,956 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $385,000 | +20.3% | 3,956 | 0.0% | 0.02% | -9.1% |
Q1 2020 | $320,000 | -23.6% | 3,956 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $419,000 | +6.9% | 3,956 | 0.0% | 0.02% | -4.3% |
Q3 2019 | $392,000 | +2.3% | 3,956 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $383,000 | +2.7% | 3,956 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $373,000 | +11.7% | 3,956 | 0.0% | 0.02% | -4.3% |
Q4 2018 | $334,000 | -26.4% | 3,956 | -16.8% | 0.02% | -11.5% |
Q3 2018 | $454,000 | +6.3% | 4,756 | 0.0% | 0.03% | -3.7% |
Q2 2018 | $427,000 | +1.4% | 4,756 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $421,000 | +15.7% | 4,756 | +20.2% | 0.03% | +17.4% |
Q4 2017 | $364,000 | +5.8% | 3,956 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $344,000 | +3.3% | 3,956 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $333,000 | +1.5% | 3,956 | 0.0% | 0.02% | +4.5% |
Q1 2017 | $328,000 | – | 3,956 | – | 0.02% | – |
Download |
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% |