WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - 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 ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |