WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |