WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,880 | -8.1% | 5,365 | -5.0% | 0.02% | -3.8% |
Q2 2023 | $359,135 | +2.8% | 5,647 | +0.0% | 0.03% | 0.0% |
Q1 2023 | $349,290 | +99697.1% | 5,646 | +0.0% | 0.03% | -3.7% |
Q4 2022 | $350 | -99.9% | 5,645 | -19.7% | 0.03% | -15.6% |
Q3 2022 | $388,000 | -6.5% | 7,028 | +0.0% | 0.03% | 0.0% |
Q2 2022 | $415,000 | -10.2% | 7,026 | +0.0% | 0.03% | +3.2% |
Q1 2022 | $462,000 | -0.4% | 7,025 | +0.0% | 0.03% | +3.3% |
Q4 2021 | $464,000 | +10.7% | 7,024 | +100.1% | 0.03% | +3.4% |
Q3 2021 | $419,000 | +2.2% | 3,511 | +3.1% | 0.03% | 0.0% |
Q2 2021 | $410,000 | 0.0% | 3,405 | -4.9% | 0.03% | -6.5% |
Q1 2021 | $410,000 | -2.1% | 3,580 | -8.3% | 0.03% | -6.1% |
Q4 2020 | $419,000 | +7.4% | 3,906 | -2.9% | 0.03% | -5.7% |
Q3 2020 | $390,000 | +4.6% | 4,021 | 0.0% | 0.04% | 0.0% |
Q2 2020 | $373,000 | +14.8% | 4,021 | 0.0% | 0.04% | -2.8% |
Q1 2020 | $325,000 | -23.5% | 4,021 | 0.0% | 0.04% | -7.7% |
Q4 2019 | $425,000 | +5.7% | 4,021 | -1.1% | 0.04% | -2.5% |
Q3 2019 | $402,000 | +2.3% | 4,064 | 0.0% | 0.04% | +2.6% |
Q2 2019 | $393,000 | +2.9% | 4,064 | 0.0% | 0.04% | +2.6% |
Q1 2019 | $382,000 | +11.4% | 4,064 | 0.0% | 0.04% | -2.6% |
Q4 2018 | $343,000 | -16.5% | 4,064 | -5.7% | 0.04% | -4.9% |
Q3 2018 | $411,000 | +80.3% | 4,309 | +69.5% | 0.04% | +70.8% |
Q2 2018 | $228,000 | -0.9% | 2,542 | -2.6% | 0.02% | -4.0% |
Q1 2018 | $230,000 | -5.0% | 2,609 | -1.0% | 0.02% | -10.7% |
Q4 2017 | $242,000 | +3.4% | 2,635 | -2.2% | 0.03% | -3.4% |
Q3 2017 | $234,000 | +3.1% | 2,695 | 0.0% | 0.03% | +3.6% |
Q2 2017 | $227,000 | +1.8% | 2,695 | 0.0% | 0.03% | -3.4% |
Q1 2017 | $223,000 | +0.9% | 2,695 | -2.6% | 0.03% | -3.3% |
Q4 2016 | $221,000 | -49.5% | 2,767 | -52.5% | 0.03% | 0.0% |
Q3 2016 | $438,000 | +108.6% | 5,826 | +110.6% | 0.03% | +3.4% |
Q2 2016 | $210,000 | -6.7% | 2,767 | -9.5% | 0.03% | -9.4% |
Q1 2016 | $225,000 | +3.2% | 3,059 | 0.0% | 0.03% | +3.2% |
Q4 2015 | $218,000 | +5.8% | 3,059 | 0.0% | 0.03% | -3.1% |
Q3 2015 | $206,000 | -7.2% | 3,059 | 0.0% | 0.03% | -3.0% |
Q2 2015 | $222,000 | -5.1% | 3,059 | -4.3% | 0.03% | -2.9% |
Q1 2015 | $234,000 | -1.3% | 3,197 | 0.0% | 0.03% | -2.9% |
Q4 2014 | $237,000 | +0.4% | 3,197 | -3.7% | 0.04% | -7.9% |
Q3 2014 | $236,000 | +0.4% | 3,319 | 0.0% | 0.04% | -2.6% |
Q2 2014 | $235,000 | +2.6% | 3,319 | -2.1% | 0.04% | +2.6% |
Q1 2014 | $229,000 | +1.3% | 3,391 | 0.0% | 0.04% | 0.0% |
Q4 2013 | $226,000 | -13.1% | 3,391 | -20.2% | 0.04% | -19.1% |
Q3 2013 | $260,000 | -1.9% | 4,249 | -4.1% | 0.05% | -6.0% |
Q2 2013 | $265,000 | – | 4,429 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |