WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $504,956 | -3.3% | 8,212 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $522,284 | +2.8% | 8,212 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $507,995 | +49850.3% | 8,212 | -50.0% | 0.02% | -14.8% |
Q4 2022 | $1,017 | -99.8% | 16,424 | +98.0% | 0.03% | -12.9% |
Q3 2022 | $458,000 | +23.1% | 8,294 | +31.8% | 0.03% | +14.8% |
Q2 2022 | $372,000 | -31.7% | 6,294 | -24.1% | 0.03% | -10.0% |
Q1 2022 | $545,000 | -0.9% | 8,294 | -0.4% | 0.03% | +7.1% |
Q4 2021 | $550,000 | +10.2% | 8,330 | +98.9% | 0.03% | 0.0% |
Q3 2021 | $499,000 | -1.0% | 4,187 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $504,000 | +5.0% | 4,187 | 0.0% | 0.03% | -3.4% |
Q1 2021 | $480,000 | +6.2% | 4,187 | -0.3% | 0.03% | +3.6% |
Q4 2020 | $452,000 | +10.8% | 4,201 | 0.0% | 0.03% | -3.4% |
Q3 2020 | $408,000 | -1.4% | 4,201 | -5.7% | 0.03% | -6.5% |
Q2 2020 | $414,000 | +14.7% | 4,457 | 0.0% | 0.03% | -11.4% |
Q1 2020 | $361,000 | -27.5% | 4,457 | -5.2% | 0.04% | -18.6% |
Q4 2019 | $498,000 | +5.7% | 4,703 | -1.1% | 0.04% | -4.4% |
Q3 2019 | $471,000 | -13.7% | 4,756 | -15.5% | 0.04% | -15.1% |
Q2 2019 | $546,000 | +21.9% | 5,631 | +18.4% | 0.05% | +17.8% |
Q1 2019 | $448,000 | +11.7% | 4,756 | +0.1% | 0.04% | -2.2% |
Q4 2018 | $401,000 | -4.1% | 4,752 | +8.6% | 0.05% | -2.1% |
Q3 2018 | $418,000 | -1.9% | 4,376 | -7.9% | 0.05% | -4.1% |
Q2 2018 | $426,000 | +1.2% | 4,752 | 0.0% | 0.05% | -7.5% |
Q1 2018 | $421,000 | -3.9% | 4,752 | 0.0% | 0.05% | +1.9% |
Q4 2017 | $438,000 | – | 4,752 | – | 0.05% | – |
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% |