WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 147 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,826 | +0.1% | 10,210 | +3.5% | 0.04% | +2.9% |
| Q2 2023 | $627,207 | +102720.8% | 9,862 | +0.1% | 0.03% | 0.0% |
| Q1 2023 | $610 | 0.0% | 9,857 | +0.0% | 0.03% | -5.6% |
| Q4 2022 | $610 | -99.9% | 9,853 | -50.0% | 0.04% | +2.9% |
| Q3 2022 | $1,088,000 | +92.6% | 19,696 | +106.0% | 0.04% | +6.1% |
| Q2 2022 | $565,000 | -25.7% | 9,562 | -17.3% | 0.03% | -13.2% |
| Q1 2022 | $760,000 | -0.5% | 11,562 | 0.0% | 0.04% | +5.6% |
| Q4 2021 | $764,000 | +10.7% | 11,562 | +100.0% | 0.04% | -2.7% |
| Q3 2021 | $690,000 | -0.9% | 5,781 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $696,000 | -38.4% | 5,781 | -41.3% | 0.04% | -42.9% |
| Q1 2021 | $1,129,000 | +6.7% | 9,843 | 0.0% | 0.06% | -3.1% |
| Q4 2020 | $1,058,000 | +10.8% | 9,843 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $955,000 | +4.0% | 9,843 | -0.4% | 0.07% | -1.5% |
| Q2 2020 | $918,000 | +3.0% | 9,883 | -10.3% | 0.07% | -10.7% |
| Q1 2020 | $891,000 | -46.5% | 11,013 | -29.9% | 0.08% | -33.6% |
| Q4 2019 | $1,664,000 | +6.0% | 15,713 | -0.8% | 0.11% | -4.2% |
| Q3 2019 | $1,570,000 | +2.3% | 15,843 | 0.0% | 0.12% | +3.5% |
| Q2 2019 | $1,535,000 | +3.6% | 15,843 | +0.8% | 0.11% | +3.6% |
| Q1 2019 | $1,481,000 | +10.9% | 15,720 | -0.6% | 0.11% | +1.9% |
| Q4 2018 | $1,336,000 | -12.0% | 15,820 | -0.6% | 0.11% | +1.9% |
| Q3 2018 | $1,519,000 | +4.3% | 15,920 | -1.8% | 0.11% | -5.4% |
| Q2 2018 | $1,456,000 | +1.5% | 16,220 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $1,435,000 | -3.9% | 16,220 | 0.0% | 0.11% | -2.6% |
| Q4 2017 | $1,494,000 | +6.0% | 16,220 | -0.1% | 0.12% | +0.9% |
| Q3 2017 | $1,410,000 | +3.3% | 16,240 | 0.0% | 0.12% | -0.9% |
| Q2 2017 | $1,365,000 | +1.3% | 16,240 | 0.0% | 0.12% | -3.3% |
| Q1 2017 | $1,347,000 | +3.1% | 16,240 | -0.6% | 0.12% | -4.0% |
| Q4 2016 | $1,306,000 | -13.2% | 16,340 | -16.4% | 0.12% | -16.7% |
| Q3 2016 | $1,504,000 | -4.7% | 19,540 | -6.2% | 0.15% | -9.1% |
| Q2 2016 | $1,579,000 | -1.9% | 20,840 | -4.9% | 0.16% | -5.2% |
| Q1 2016 | $1,609,000 | +5.6% | 21,915 | +2.3% | 0.17% | -1.1% |
| Q4 2015 | $1,523,000 | +3.6% | 21,415 | -2.0% | 0.18% | -1.7% |
| Q3 2015 | $1,470,000 | -6.7% | 21,845 | +0.5% | 0.18% | +1.7% |
| Q2 2015 | $1,576,000 | -1.6% | 21,745 | -0.5% | 0.18% | -4.9% |
| Q1 2015 | $1,601,000 | -6.1% | 21,845 | -5.0% | 0.18% | -6.6% |
| Q4 2014 | $1,705,000 | +4.2% | 22,995 | 0.0% | 0.20% | +1.5% |
| Q3 2014 | $1,637,000 | +0.6% | 22,995 | 0.0% | 0.20% | 0.0% |
| Q2 2014 | $1,628,000 | -4.5% | 22,995 | -8.7% | 0.20% | -9.7% |
| Q1 2014 | $1,704,000 | -3.3% | 25,195 | -4.9% | 0.22% | -10.0% |
| Q4 2013 | $1,763,000 | +8.7% | 26,495 | 0.0% | 0.24% | -2.8% |
| Q3 2013 | $1,622,000 | +1.2% | 26,495 | -1.1% | 0.25% | -4.6% |
| Q2 2013 | $1,603,000 | – | 26,795 | – | 0.26% | – |
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% |