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 | $41,117,896 | -27.1% | 668,692 | -24.6% | 0.02% | -24.0% |
| Q2 2023 | $56,424,912 | +41.8% | 887,184 | +37.9% | 0.02% | +31.6% |
| Q1 2023 | $39,798,431 | +4.8% | 643,363 | +4.9% | 0.02% | -5.0% |
| Q4 2022 | $37,977,183 | +12.8% | 613,030 | +0.6% | 0.02% | +5.3% |
| Q3 2022 | $33,670,000 | -5.0% | 609,304 | +1.6% | 0.02% | -5.0% |
| Q2 2022 | $35,448,000 | -9.4% | 599,796 | +0.8% | 0.02% | 0.0% |
| Q1 2022 | $39,121,000 | -4.3% | 595,266 | -3.9% | 0.02% | 0.0% |
| Q4 2021 | $40,900,000 | +8.8% | 619,316 | +96.6% | 0.02% | -4.8% |
| Q3 2021 | $37,578,000 | -1.3% | 315,014 | -0.4% | 0.02% | -4.5% |
| Q2 2021 | $38,068,000 | +14.0% | 316,392 | +8.7% | 0.02% | 0.0% |
| Q1 2021 | $33,387,000 | +23.2% | 291,129 | +15.5% | 0.02% | +10.0% |
| Q4 2020 | $27,102,000 | +23.3% | 252,111 | +11.3% | 0.02% | +5.3% |
| Q3 2020 | $21,972,000 | +19.9% | 226,425 | +14.7% | 0.02% | +5.6% |
| Q2 2020 | $18,329,000 | +28.8% | 197,337 | +12.3% | 0.02% | +5.9% |
| Q1 2020 | $14,227,000 | -18.2% | 175,768 | +7.0% | 0.02% | -5.6% |
| Q4 2019 | $17,397,000 | +21.9% | 164,233 | +14.0% | 0.02% | +12.5% |
| Q3 2019 | $14,269,000 | +13.0% | 144,032 | +10.5% | 0.02% | 0.0% |
| Q2 2019 | $12,630,000 | +24.7% | 130,342 | +21.2% | 0.02% | +14.3% |
| Q1 2019 | $10,132,000 | +2.5% | 107,536 | -8.1% | 0.01% | -6.7% |
| Q4 2018 | $9,882,000 | +150.1% | 117,010 | +182.6% | 0.02% | +114.3% |
| Q3 2018 | $3,951,000 | -35.2% | 41,410 | -39.1% | 0.01% | -50.0% |
| Q2 2018 | $6,099,000 | -16.0% | 67,953 | -17.8% | 0.01% | -33.3% |
| Q1 2018 | $7,261,000 | +46.3% | 82,692 | +53.5% | 0.02% | +90.9% |
| Q4 2017 | $4,964,000 | +16.1% | 53,880 | +9.4% | 0.01% | +10.0% |
| Q3 2017 | $4,274,000 | +3.0% | 49,241 | -0.2% | 0.01% | -9.1% |
| Q2 2017 | $4,148,000 | -2.7% | 49,330 | -4.0% | 0.01% | -21.4% |
| Q1 2017 | $4,262,000 | -9.4% | 51,400 | -12.7% | 0.01% | -17.6% |
| Q4 2016 | $4,702,000 | +9.6% | 58,865 | +5.6% | 0.02% | 0.0% |
| Q3 2016 | $4,290,000 | -16.6% | 55,727 | -17.9% | 0.02% | -19.0% |
| Q2 2016 | $5,143,000 | -57.1% | 67,886 | -58.5% | 0.02% | -59.6% |
| Q1 2016 | $11,998,000 | -7.4% | 163,462 | -10.3% | 0.05% | -11.9% |
| Q4 2015 | $12,958,000 | -23.9% | 182,145 | -28.0% | 0.06% | -30.6% |
| Q3 2015 | $17,036,000 | -12.0% | 253,133 | -5.2% | 0.08% | -7.6% |
| Q2 2015 | $19,362,000 | -19.1% | 267,105 | -18.2% | 0.09% | -25.8% |
| Q1 2015 | $23,947,000 | +82.6% | 326,698 | +84.7% | 0.12% | -6.8% |
| Q4 2014 | $13,114,000 | -25.7% | 176,836 | -28.7% | 0.13% | -25.3% |
| Q3 2014 | $17,641,000 | -7.9% | 247,865 | -8.3% | 0.18% | -10.6% |
| Q2 2014 | $19,146,000 | -1.1% | 270,406 | -5.5% | 0.20% | -7.0% |
| Q1 2014 | $19,353,000 | +19.2% | 286,076 | +17.2% | 0.21% | +15.1% |
| Q4 2013 | $16,236,000 | +14.6% | 244,003 | +5.4% | 0.19% | +7.5% |
| Q3 2013 | $14,168,000 | -3.0% | 231,469 | -5.3% | 0.17% | -8.5% |
| Q2 2013 | $14,613,000 | – | 244,326 | – | 0.19% | – |
Download | ||||||
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% |