WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 167 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $194,247 | -3.3% | 3,159 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $200,912 | +2.8% | 3,159 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $195,416 | +99602.0% | 3,159 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $196 | -99.9% | 3,159 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $175,000 | +4.8% | 3,159 | +11.7% | 0.01% | 0.0% |
| Q2 2022 | $167,000 | -3.5% | 2,827 | +7.2% | 0.01% | +25.0% |
| Q1 2022 | $173,000 | -0.6% | 2,638 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $174,000 | +18.4% | 2,638 | +113.4% | 0.00% | 0.0% |
| Q3 2021 | $147,000 | -1.3% | 1,236 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $149,000 | +4.9% | 1,236 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $142,000 | +6.8% | 1,236 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $133,000 | +10.8% | 1,236 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $120,000 | +4.3% | 1,236 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $115,000 | +15.0% | 1,236 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $100,000 | -60.5% | 1,236 | -50.0% | 0.01% | -44.4% |
| Q4 2019 | $253,000 | -56.2% | 2,472 | -59.7% | 0.01% | -65.4% |
| Q1 2019 | $578,000 | +8.0% | 6,136 | -3.2% | 0.03% | 0.0% |
| Q4 2018 | $535,000 | -11.6% | 6,336 | 0.0% | 0.03% | +13.0% |
| Q3 2018 | $605,000 | +6.3% | 6,336 | 0.0% | 0.02% | -8.0% |
| Q2 2018 | $569,000 | -7.0% | 6,336 | -8.4% | 0.02% | -10.7% |
| Q1 2018 | $612,000 | -4.5% | 6,919 | -0.6% | 0.03% | -17.6% |
| Q4 2017 | $641,000 | +4.1% | 6,964 | -1.8% | 0.03% | -5.6% |
| Q3 2017 | $616,000 | +3.4% | 7,091 | 0.0% | 0.04% | -7.7% |
| Q2 2017 | $596,000 | +1.4% | 7,091 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $588,000 | +3.7% | 7,091 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $567,000 | 0.0% | 7,091 | -3.7% | 0.04% | -28.1% |
| Q3 2016 | $567,000 | +3.3% | 7,367 | +1.8% | 0.06% | -10.9% |
| Q2 2016 | $549,000 | +3.4% | 7,240 | 0.0% | 0.06% | -1.5% |
| Q1 2016 | $531,000 | -50.0% | 7,240 | -50.5% | 0.06% | -5.8% |
| Q4 2015 | $1,063,000 | +119.6% | 14,636 | +103.4% | 0.07% | +11.3% |
| Q3 2015 | $484,000 | -7.3% | 7,195 | 0.0% | 0.06% | +1.6% |
| Q2 2015 | $522,000 | -3.7% | 7,195 | – | 0.06% | -7.6% |
| Q1 2015 | $542,000 | -1.1% | 0 | -100.0% | 0.07% | -1.5% |
| Q4 2014 | $548,000 | -9.4% | 7,396 | -13.0% | 0.07% | -14.1% |
| Q3 2014 | $605,000 | -1.1% | 8,506 | -1.6% | 0.08% | -1.3% |
| Q2 2014 | $612,000 | +4.6% | 8,647 | 0.0% | 0.08% | -4.8% |
| Q1 2014 | $585,000 | +0.5% | 8,647 | -1.1% | 0.08% | -5.7% |
| Q4 2013 | $582,000 | +13.9% | 8,747 | +4.8% | 0.09% | 0.0% |
| Q3 2013 | $511,000 | +2.4% | 8,347 | 0.0% | 0.09% | +2.3% |
| Q2 2013 | $499,000 | – | 8,347 | – | 0.09% | – |
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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% |