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 | $404,603 | -3.3% | 6,580 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $418,488 | +2.8% | 6,580 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $407,038 | -0.1% | 6,580 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $407,631 | +12.0% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $364,000 | -6.4% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $389,000 | -10.0% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $432,000 | -0.7% | 6,580 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $435,000 | +11.0% | 6,580 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $392,000 | -1.0% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $396,000 | +5.0% | 3,290 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $377,000 | +6.5% | 3,290 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $354,000 | +11.0% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $319,000 | +4.2% | 3,290 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $306,000 | +15.0% | 3,290 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $266,000 | -23.8% | 3,290 | 0.0% | 0.02% | -9.1% |
| Q4 2019 | $349,000 | +7.1% | 3,290 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $326,000 | +2.2% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $319,000 | +2.9% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $310,000 | +11.5% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $278,000 | -11.5% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $314,000 | +6.4% | 3,290 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $295,000 | +1.4% | 3,290 | 0.0% | 0.02% | -4.2% |
| Q1 2018 | $291,000 | -4.0% | 3,290 | 0.0% | 0.02% | -7.7% |
| Q4 2017 | $303,000 | +5.9% | 3,290 | 0.0% | 0.03% | -3.7% |
| Q3 2017 | $286,000 | +3.2% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $277,000 | +1.5% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $273,000 | +3.8% | 3,290 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $263,000 | +4.0% | 3,290 | 0.0% | 0.03% | -3.4% |
| Q3 2016 | $253,000 | +1.6% | 3,290 | 0.0% | 0.03% | +3.6% |
| Q2 2016 | $249,000 | +3.3% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $241,000 | +3.0% | 3,290 | 0.0% | 0.03% | +3.7% |
| Q4 2015 | $234,000 | +5.9% | 3,290 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $221,000 | – | 3,290 | – | 0.03% | – |
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% |