WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $682 | -3.3% | 11,092 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $705 | +2.8% | 11,092 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $686 | -0.1% | 11,092 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $687 | -99.9% | 11,092 | 0.0% | 0.04% | +11.8% |
| Q3 2022 | $613,000 | -6.6% | 11,092 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $656,000 | -10.0% | 11,092 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $729,000 | -0.5% | 11,092 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $733,000 | +10.7% | 11,092 | +100.0% | 0.03% | +3.2% |
| Q3 2021 | $662,000 | -0.7% | 5,546 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $667,000 | +4.9% | 5,546 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $636,000 | +11.4% | 5,546 | +4.4% | 0.04% | -30.0% |
| Q4 2020 | $571,000 | +5.9% | 5,312 | -4.3% | 0.05% | -3.8% |
| Q3 2020 | $539,000 | +2.3% | 5,551 | -2.1% | 0.05% | +4.0% |
| Q2 2020 | $527,000 | +14.8% | 5,672 | 0.0% | 0.05% | -9.1% |
| Q1 2020 | $459,000 | -32.2% | 5,672 | -11.3% | 0.06% | -8.3% |
| Q4 2019 | $677,000 | +7.0% | 6,395 | +0.2% | 0.06% | -3.2% |
| Q3 2019 | $633,000 | +1.1% | 6,385 | -1.1% | 0.06% | -1.6% |
| Q2 2019 | $626,000 | +12.0% | 6,457 | +8.7% | 0.06% | +5.0% |
| Q1 2019 | $559,000 | +11.6% | 5,938 | +0.2% | 0.06% | -6.2% |
| Q4 2018 | $501,000 | – | 5,928 | – | 0.06% | – |
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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% |