WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 210 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $400 | -37.1% | 6,500 | -35.0% | 0.03% | -35.7% |
Q2 2023 | $636 | +2.7% | 10,000 | 0.0% | 0.04% | -2.3% |
Q1 2023 | $619 | 0.0% | 10,000 | 0.0% | 0.04% | -4.4% |
Q4 2022 | $619 | -99.9% | 10,000 | 0.0% | 0.04% | +4.7% |
Q3 2022 | $553,000 | -6.4% | 10,000 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $591,000 | -10.0% | 10,000 | 0.0% | 0.04% | +10.0% |
Q1 2022 | $657,000 | -0.5% | 10,000 | 0.0% | 0.04% | +8.1% |
Q4 2021 | $660,000 | +10.7% | 10,000 | +100.0% | 0.04% | +2.8% |
Q3 2021 | $596,000 | -1.0% | 5,000 | 0.0% | 0.04% | -2.7% |
Q2 2021 | $602,000 | -25.0% | 5,000 | -28.6% | 0.04% | -31.5% |
Q1 2021 | $803,000 | +6.8% | 7,000 | 0.0% | 0.05% | +5.9% |
Q4 2020 | $752,000 | +10.8% | 7,000 | 0.0% | 0.05% | -1.9% |
Q3 2020 | $679,000 | +4.5% | 7,000 | 0.0% | 0.05% | -8.8% |
Q2 2020 | $650,000 | +14.6% | 7,000 | 0.0% | 0.06% | -12.3% |
Q1 2020 | $567,000 | -23.6% | 7,000 | 0.0% | 0.06% | -9.7% |
Q4 2019 | $742,000 | +7.1% | 7,000 | 0.0% | 0.07% | -2.7% |
Q3 2019 | $693,000 | +2.2% | 7,000 | 0.0% | 0.07% | +1.4% |
Q2 2019 | $678,000 | +2.7% | 7,000 | 0.0% | 0.07% | 0.0% |
Q1 2019 | $660,000 | – | 7,000 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |