WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $296,656 | -1.4% | 4,664 | -4.1% | 0.24% | -11.3% |
| Q1 2023 | $300,912 | -0.1% | 4,864 | 0.0% | 0.26% | +48.0% |
| Q4 2022 | $301,325 | +5.4% | 4,864 | -6.1% | 0.18% | +25.2% |
| Q3 2022 | $286,000 | -6.5% | 5,181 | 0.0% | 0.14% | +6.7% |
| Q2 2022 | $306,000 | -10.3% | 5,181 | 0.0% | 0.13% | +3.9% |
| Q1 2022 | $341,000 | -42.4% | 5,181 | -42.2% | 0.13% | -39.4% |
| Q4 2021 | $592,000 | +11.1% | 8,958 | +100.4% | 0.21% | +8.7% |
| Q3 2021 | $533,000 | -0.6% | 4,469 | +0.2% | 0.20% | +2.6% |
| Q2 2021 | $536,000 | +5.1% | 4,459 | +0.2% | 0.19% | -3.0% |
| Q1 2021 | $510,000 | +6.9% | 4,449 | +0.2% | 0.20% | +11.9% |
| Q4 2020 | $477,000 | +11.2% | 4,439 | +0.3% | 0.18% | -1.7% |
| Q3 2020 | $429,000 | +4.6% | 4,425 | +0.3% | 0.18% | -2.2% |
| Q2 2020 | $410,000 | +15.2% | 4,413 | +0.3% | 0.18% | -68.2% |
| Q1 2020 | $356,000 | -29.6% | 4,399 | -8.0% | 0.58% | +50.5% |
| Q4 2019 | $506,000 | -65.6% | 4,779 | -67.8% | 0.38% | -64.5% |
| Q3 2019 | $1,470,000 | +2.3% | 14,842 | +0.1% | 1.08% | +5.8% |
| Q2 2019 | $1,437,000 | -42.7% | 14,827 | -44.3% | 1.02% | -35.1% |
| Q1 2019 | $2,509,000 | +11.6% | 26,633 | +0.0% | 1.56% | +1.5% |
| Q4 2018 | $2,249,000 | -18.4% | 26,628 | -7.8% | 1.54% | +8.8% |
| Q3 2018 | $2,755,000 | +846.7% | 28,874 | +789.8% | 1.42% | +700.6% |
| Q2 2018 | $291,000 | -5.2% | 3,245 | -6.5% | 0.18% | -4.8% |
| Q1 2018 | $307,000 | -28.4% | 3,471 | -25.5% | 0.19% | -30.3% |
| Q4 2017 | $429,000 | – | 4,657 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |