WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,469,591 | -3.2% | 56,425 | +0.1% | 0.20% | +5.2% |
| Q2 2023 | $3,585,494 | +4.9% | 56,376 | +2.0% | 0.19% | +7.8% |
| Q1 2023 | $3,419,347 | -13.7% | 55,276 | -13.6% | 0.18% | -10.9% |
| Q4 2022 | $3,963,650 | +23.5% | 63,981 | +10.2% | 0.20% | +3.1% |
| Q3 2022 | $3,209,000 | -6.4% | 58,077 | +0.1% | 0.20% | -1.0% |
| Q2 2022 | $3,429,000 | -20.6% | 58,021 | -11.7% | 0.20% | -4.4% |
| Q1 2022 | $4,320,000 | -1.7% | 65,740 | -1.2% | 0.21% | -1.9% |
| Q4 2021 | $4,394,000 | +6.3% | 66,537 | +91.9% | 0.21% | -1.4% |
| Q3 2021 | $4,135,000 | -1.0% | 34,664 | -0.1% | 0.21% | -0.5% |
| Q2 2021 | $4,175,000 | -4.5% | 34,699 | -9.0% | 0.21% | -10.1% |
| Q1 2021 | $4,374,000 | +6.1% | 38,143 | -0.5% | 0.24% | -3.3% |
| Q4 2020 | $4,123,000 | +9.8% | 38,352 | -0.9% | 0.25% | -5.0% |
| Q3 2020 | $3,755,000 | +6.0% | 38,697 | +1.5% | 0.26% | 0.0% |
| Q2 2020 | $3,543,000 | +13.4% | 38,143 | -1.2% | 0.26% | -6.2% |
| Q1 2020 | $3,125,000 | -24.1% | 38,613 | -0.6% | 0.28% | +2.6% |
| Q4 2019 | $4,116,000 | +7.0% | 38,852 | +0.1% | 0.27% | -12.9% |
| Q3 2019 | $3,846,000 | +5.0% | 38,823 | +2.7% | 0.31% | +3.0% |
| Q2 2019 | $3,662,000 | +3.1% | 37,787 | +0.3% | 0.30% | +0.3% |
| Q1 2019 | $3,551,000 | +11.6% | 37,687 | +0.0% | 0.30% | -0.7% |
| Q4 2018 | $3,182,000 | -11.8% | 37,675 | -0.4% | 0.30% | +1.7% |
| Q3 2018 | $3,609,000 | +3.9% | 37,829 | -2.2% | 0.30% | +0.3% |
| Q2 2018 | $3,473,000 | +1.4% | 38,692 | 0.0% | 0.30% | +1.4% |
| Q1 2018 | $3,424,000 | -4.3% | 38,692 | -0.4% | 0.29% | -1.0% |
| Q4 2017 | $3,578,000 | -2.3% | 38,845 | -7.9% | 0.29% | -6.4% |
| Q3 2017 | $3,662,000 | +0.6% | 42,169 | -2.6% | 0.31% | -3.7% |
| Q2 2017 | $3,641,000 | -0.4% | 43,303 | -1.7% | 0.33% | -1.5% |
| Q1 2017 | $3,654,000 | +3.9% | 44,065 | +0.1% | 0.33% | +1.2% |
| Q4 2016 | $3,518,000 | -4.3% | 44,024 | -7.8% | 0.33% | -8.4% |
| Q3 2016 | $3,676,000 | +8.0% | 47,748 | +6.3% | 0.36% | +4.1% |
| Q2 2016 | $3,404,000 | +0.6% | 44,933 | -2.5% | 0.34% | -6.3% |
| Q1 2016 | $3,384,000 | +3.3% | 46,100 | +0.1% | 0.37% | -1.3% |
| Q4 2015 | $3,277,000 | +5.7% | 46,071 | -0.0% | 0.37% | +1.6% |
| Q3 2015 | $3,101,000 | -7.1% | 46,073 | +0.1% | 0.36% | +0.3% |
| Q2 2015 | $3,338,000 | -1.6% | 46,049 | -0.5% | 0.36% | 0.0% |
| Q1 2015 | $3,391,000 | -3.2% | 46,258 | -2.1% | 0.36% | -6.2% |
| Q4 2014 | $3,504,000 | +3.1% | 47,247 | -1.1% | 0.39% | +3.5% |
| Q3 2014 | $3,400,000 | +1.7% | 47,777 | +1.2% | 0.38% | +6.2% |
| Q2 2014 | $3,343,000 | -3.1% | 47,216 | -7.4% | 0.35% | -7.3% |
| Q1 2014 | $3,450,000 | -0.7% | 51,005 | -2.3% | 0.38% | -10.6% |
| Q4 2013 | $3,475,000 | +4.1% | 52,229 | -4.2% | 0.43% | -2.7% |
| Q3 2013 | $3,339,000 | -0.3% | 54,546 | -2.6% | 0.44% | -4.4% |
| Q2 2013 | $3,350,000 | – | 56,010 | – | 0.46% | – |
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% |