WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 339 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,137,033 | +0.8% | 29,375 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $2,120,580 | -2.2% | 29,375 | -10.1% | 0.01% | -10.0% |
Q4 2023 | $2,168,237 | +19.0% | 32,664 | +10.2% | 0.01% | +11.1% |
Q3 2023 | $1,822,564 | -5.2% | 29,640 | -1.9% | 0.01% | 0.0% |
Q2 2023 | $1,921,865 | +2.7% | 30,218 | -0.1% | 0.01% | 0.0% |
Q1 2023 | $1,870,894 | -0.4% | 30,244 | -0.3% | 0.01% | 0.0% |
Q4 2022 | $1,878,449 | +11.1% | 30,322 | -0.9% | 0.01% | 0.0% |
Q3 2022 | $1,691,000 | -6.5% | 30,592 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $1,808,000 | -8.0% | 30,592 | +2.2% | 0.01% | +12.5% |
Q1 2022 | $1,966,000 | -4.1% | 29,922 | -3.5% | 0.01% | 0.0% |
Q4 2021 | $2,049,000 | +9.6% | 31,022 | +97.9% | 0.01% | 0.0% |
Q3 2021 | $1,870,000 | +0.2% | 15,676 | +1.1% | 0.01% | 0.0% |
Q2 2021 | $1,866,000 | -49.3% | 15,511 | -51.7% | 0.01% | -11.1% |
Q1 2021 | $3,684,000 | +142.0% | 32,122 | +126.8% | 0.01% | +28.6% |
Q4 2020 | $1,522,000 | +10.8% | 14,161 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $1,374,000 | +17.0% | 14,161 | +12.0% | 0.01% | 0.0% |
Q2 2020 | $1,174,000 | +14.8% | 12,645 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $1,023,000 | -23.6% | 12,645 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $1,339,000 | +6.9% | 12,645 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $1,253,000 | +5.1% | 12,645 | +2.8% | 0.01% | 0.0% |
Q2 2019 | $1,192,000 | +7.2% | 12,303 | +4.3% | 0.01% | 0.0% |
Q1 2019 | $1,112,000 | +30.4% | 11,800 | +16.8% | 0.01% | +16.7% |
Q4 2018 | $853,000 | -11.5% | 10,100 | 0.0% | 0.01% | +20.0% |
Q3 2018 | $964,000 | +6.4% | 10,100 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $906,000 | – | 10,100 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |