WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $331,185 | -19.7% | 5,386 | -17.0% | 0.00% | 0.0% |
Q2 2023 | $412,510 | +0.5% | 6,486 | -2.3% | 0.00% | 0.0% |
Q1 2023 | $410,503 | -0.1% | 6,636 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $411,101 | +12.3% | 6,636 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $366,000 | -22.1% | 6,636 | -16.7% | 0.00% | 0.0% |
Q2 2022 | $470,000 | -24.9% | 7,964 | -16.5% | 0.00% | 0.0% |
Q1 2022 | $626,000 | -0.5% | 9,536 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $629,000 | -21.1% | 9,536 | +42.8% | 0.00% | 0.0% |
Q3 2021 | $797,000 | -21.6% | 6,678 | -21.0% | 0.00% | -50.0% |
Q2 2021 | $1,017,000 | -1.0% | 8,457 | -5.6% | 0.00% | 0.0% |
Q1 2021 | $1,027,000 | -6.5% | 8,957 | -12.3% | 0.00% | 0.0% |
Q4 2020 | $1,098,000 | +11.6% | 10,213 | +0.8% | 0.00% | 0.0% |
Q3 2020 | $984,000 | -5.7% | 10,136 | -9.7% | 0.00% | 0.0% |
Q2 2020 | $1,043,000 | -15.3% | 11,227 | -26.2% | 0.00% | -50.0% |
Q1 2020 | $1,232,000 | -20.3% | 15,222 | +4.5% | 0.00% | 0.0% |
Q4 2019 | $1,545,000 | +2.2% | 14,572 | -4.5% | 0.00% | 0.0% |
Q3 2019 | $1,512,000 | -4.2% | 15,266 | -6.2% | 0.00% | -20.0% |
Q2 2019 | $1,578,000 | +2.9% | 16,278 | 0.0% | 0.01% | +25.0% |
Q1 2019 | $1,534,000 | +23.1% | 16,278 | +10.3% | 0.00% | 0.0% |
Q4 2018 | $1,246,000 | -11.4% | 14,753 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $1,407,000 | +3.7% | 14,753 | -2.5% | 0.00% | 0.0% |
Q2 2018 | $1,357,000 | -2.0% | 15,124 | -3.3% | 0.00% | 0.0% |
Q1 2018 | $1,384,000 | -12.0% | 15,640 | -8.3% | 0.00% | -20.0% |
Q4 2017 | $1,572,000 | +7.0% | 17,063 | +0.9% | 0.01% | 0.0% |
Q3 2017 | $1,469,000 | +3.2% | 16,913 | 0.0% | 0.01% | +25.0% |
Q2 2017 | $1,423,000 | +22.6% | 16,913 | +20.7% | 0.00% | 0.0% |
Q1 2017 | $1,161,000 | +3.8% | 14,009 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $1,119,000 | +36.1% | 14,009 | +31.2% | 0.00% | +33.3% |
Q3 2016 | $822,000 | -1.7% | 10,681 | -3.2% | 0.00% | 0.0% |
Q2 2016 | $836,000 | +3.2% | 11,039 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $810,000 | – | 11,039 | – | 0.00% | – |
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% |