WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,229,800 | +93.4% | 20,000 | +100.0% | 0.16% | +2.5% |
Q2 2023 | $636,000 | +2.7% | 10,000 | 0.0% | 0.16% | 0.0% |
Q1 2023 | $619,000 | -0.2% | 10,000 | 0.0% | 0.16% | -10.8% |
Q4 2022 | $620,000 | -99.9% | 10,000 | 0.0% | 0.18% | +4.8% |
Q3 2022 | $553,000,000 | -6.4% | 10,000 | 0.0% | 0.17% | -4.0% |
Q2 2022 | $591,000,000 | -10.0% | 10,000 | 0.0% | 0.18% | +10.8% |
Q1 2022 | $657,000,000 | -0.5% | 10,000 | 0.0% | 0.16% | +18.8% |
Q4 2021 | $660,000,000 | -45.4% | 10,000 | -1.2% | 0.13% | -43.6% |
Q3 2021 | $1,208,000,000 | -2.1% | 10,125 | 0.0% | 0.24% | -6.3% |
Q2 2021 | $1,234,000,000 | +6.3% | 10,125 | 0.0% | 0.25% | -3.4% |
Q1 2021 | $1,161,000,000 | +6.7% | 10,125 | 0.0% | 0.26% | -3.0% |
Q4 2020 | $1,088,000,000 | +10.7% | 10,125 | 0.0% | 0.27% | -3.2% |
Q3 2020 | $983,000,000 | +4.6% | 10,125 | 0.0% | 0.28% | -6.4% |
Q2 2020 | $940,000,000 | +14.7% | 10,125 | 0.0% | 0.30% | -1.3% |
Q1 2020 | $819,518,000 | +76276.3% | 10,125 | 0.0% | 0.30% | +0.7% |
Q4 2019 | $1,073,000 | – | 10,125 | – | 0.30% | – |
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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% |