WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 230 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,880,373 | +0.8% | 25,847 | -0.0% | 0.09% | -6.4% |
| Q1 2024 | $1,866,101 | +8.9% | 25,849 | +0.1% | 0.09% | -6.0% |
| Q4 2023 | $1,713,390 | -39.4% | 25,812 | -43.9% | 0.10% | -51.9% |
| Q3 2023 | $2,827,916 | -4.1% | 45,990 | -0.8% | 0.21% | -1.0% |
| Q2 2023 | $2,949,297 | +1.4% | 46,373 | -1.4% | 0.21% | +1.4% |
| Q1 2023 | $2,909,974 | +2.5% | 47,041 | +2.6% | 0.21% | -5.0% |
| Q4 2022 | $2,839,680 | +11.8% | 45,838 | -0.3% | 0.22% | +2.8% |
| Q3 2022 | $2,540,000 | -50.8% | 45,964 | -47.4% | 0.21% | -48.5% |
| Q2 2022 | $5,166,000 | -30.3% | 87,405 | -22.5% | 0.41% | -17.1% |
| Q1 2022 | $7,414,000 | -0.3% | 112,810 | +0.2% | 0.50% | +2.7% |
| Q4 2021 | $7,436,000 | +11.0% | 112,605 | +102.2% | 0.48% | -8.2% |
| Q2 2021 | $6,701,000 | +6.1% | 55,693 | +1.1% | 0.53% | -13.5% |
| Q1 2021 | $6,318,000 | +9.1% | 55,091 | +2.3% | 0.61% | +1.2% |
| Q4 2020 | $5,789,000 | +11.8% | 53,852 | +0.9% | 0.60% | +51.6% |
| Q3 2020 | $5,180,000 | +11.1% | 53,381 | +6.3% | 0.40% | -43.4% |
| Q2 2020 | $4,662,000 | -19.0% | 50,197 | -7.6% | 0.70% | -3.4% |
| Q4 2019 | $5,757,000 | – | 54,352 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |