WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 216 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.50 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |