WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,450 | -3.3% | 1,406 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $89,400 | +2.8% | 1,406 | +0.1% | 0.00% | 0.0% |
Q1 2023 | $86,938 | +2.9% | 1,405 | +3.0% | 0.00% | 0.0% |
Q4 2022 | $84,500 | +12.7% | 1,364 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $75,000 | -7.4% | 1,364 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $81,000 | -10.0% | 1,364 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $90,000 | 0.0% | 1,364 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $90,000 | +11.1% | 1,364 | +100.0% | 0.00% | 0.0% |
Q3 2021 | $81,000 | -1.2% | 682 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $82,000 | +5.1% | 682 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $78,000 | +6.8% | 682 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $73,000 | +10.6% | 682 | 0.0% | 0.00% | -25.0% |
Q3 2020 | $66,000 | +4.8% | 682 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $63,000 | +14.5% | 682 | 0.0% | 0.00% | -20.0% |
Q1 2020 | $55,000 | -11.3% | 682 | +16.4% | 0.01% | 0.0% |
Q4 2019 | $62,000 | +6.9% | 586 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $58,000 | +1.8% | 586 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $57,000 | +5.6% | 586 | +2.1% | 0.01% | 0.0% |
Q1 2019 | $54,000 | +12.5% | 574 | 0.0% | 0.01% | +25.0% |
Q4 2018 | $48,000 | -9.4% | 574 | -18.7% | 0.00% | -50.0% |
Q2 2016 | $53,000 | +1.9% | 706 | 0.0% | 0.01% | -11.1% |
Q1 2016 | $52,000 | -51.4% | 706 | -53.0% | 0.01% | -57.1% |
Q4 2015 | $107,000 | +7.0% | 1,501 | +0.5% | 0.02% | -8.7% |
Q3 2015 | $100,000 | -7.4% | 1,493 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $108,000 | -67.2% | 1,493 | -66.8% | 0.02% | -71.2% |
Q1 2015 | $329,000 | -75.1% | 4,494 | -74.8% | 0.08% | -75.7% |
Q4 2014 | $1,323,000 | – | 17,844 | – | 0.33% | – |
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% |