WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 239 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $577 | -1.2% | 7,930 | -2.0% | 0.04% | -34.4% |
| Q1 2024 | $584 | +8.8% | 8,090 | 0.0% | 0.06% | -6.2% |
| Q4 2023 | $537 | -4.1% | 8,090 | -11.2% | 0.06% | -8.5% |
| Q3 2023 | $560 | -99.9% | 9,110 | 0.0% | 0.07% | -5.3% |
| Q2 2023 | $579,396 | +2.8% | 9,110 | 0.0% | 0.08% | -11.8% |
| Q1 2023 | $563,544 | -0.1% | 9,110 | 0.0% | 0.08% | -6.6% |
| Q4 2022 | $564,365 | +12.2% | 9,110 | 0.0% | 0.09% | +111.6% |
| Q3 2022 | $503,000 | -6.5% | 9,110 | 0.0% | 0.04% | -48.8% |
| Q2 2022 | $538,000 | -10.0% | 9,110 | 0.0% | 0.08% | -9.7% |
| Q1 2022 | $598,000 | -7.0% | 9,110 | -6.5% | 0.09% | +272.0% |
| Q4 2021 | $643,000 | +8.4% | 9,746 | +96.2% | 0.02% | -72.2% |
| Q3 2021 | $593,000 | -0.8% | 4,968 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $598,000 | +4.9% | 4,968 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $570,000 | +6.7% | 4,968 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $534,000 | -1.7% | 4,968 | -11.3% | 0.09% | -13.6% |
| Q3 2020 | $543,000 | -74.1% | 5,598 | -75.2% | 0.10% | -75.1% |
| Q2 2020 | $2,095,000 | +13.7% | 22,561 | -0.9% | 0.41% | -13.1% |
| Q1 2020 | $1,843,000 | +674.4% | 22,772 | +846.5% | 0.48% | +831.4% |
| Q3 2019 | $238,000 | – | 2,406 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |