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 | $6,223,751 | -5.2% | 101,216 | -1.9% | 1.98% | -1.3% |
| Q2 2023 | $6,563,424 | -0.6% | 103,198 | -3.3% | 2.00% | -1.5% |
| Q1 2023 | $6,601,465 | -0.6% | 106,716 | -0.5% | 2.04% | -4.6% |
| Q4 2022 | $6,641,232 | +13.3% | 107,203 | +1.1% | 2.13% | +1.1% |
| Q3 2022 | $5,860,000 | -7.4% | 106,051 | -1.0% | 2.11% | -1.6% |
| Q2 2022 | $6,330,000 | -10.5% | 107,110 | -0.5% | 2.15% | -2.5% |
| Q1 2022 | $7,074,000 | -0.8% | 107,633 | -0.3% | 2.20% | -3.3% |
| Q4 2021 | $7,132,000 | +9.4% | 107,989 | +97.5% | 2.28% | +5.6% |
| Q3 2021 | $6,521,000 | -2.2% | 54,666 | -1.4% | 2.16% | -1.6% |
| Q2 2021 | $6,670,000 | +3.8% | 55,434 | -1.0% | 2.19% | -2.1% |
| Q1 2021 | $6,423,000 | +13.4% | 56,011 | +6.3% | 2.24% | -4.4% |
| Q4 2020 | $5,666,000 | +6.0% | 52,706 | -4.3% | 2.34% | -2.2% |
| Q3 2020 | $5,347,000 | -7.8% | 55,101 | -11.8% | 2.40% | -5.5% |
| Q2 2020 | $5,800,000 | +94.0% | 62,442 | +69.1% | 2.54% | +63.9% |
| Q1 2020 | $2,989,000 | +36.7% | 36,926 | +79.0% | 1.55% | +59.8% |
| Q4 2019 | $2,186,000 | +6.9% | 20,634 | 0.0% | 0.97% | -2.1% |
| Q3 2019 | $2,044,000 | +2.3% | 20,634 | 0.0% | 0.99% | -3.5% |
| Q2 2019 | $1,999,000 | +2.6% | 20,634 | -0.2% | 1.02% | +17.4% |
| Q1 2019 | $1,948,000 | +8.5% | 20,676 | 0.0% | 0.87% | -25.5% |
| Q4 2018 | $1,796,000 | -9.0% | 20,676 | 0.0% | 1.17% | +35.6% |
| Q3 2018 | $1,973,000 | +6.3% | 20,676 | 0.0% | 0.86% | +19.8% |
| Q2 2018 | $1,856,000 | +1.4% | 20,676 | 0.0% | 0.72% | -9.1% |
| Q1 2018 | $1,830,000 | -5.4% | 20,676 | -1.5% | 0.79% | +7.7% |
| Q4 2017 | $1,934,000 | +6.1% | 20,996 | 0.0% | 0.74% | +5.4% |
| Q3 2017 | $1,823,000 | +3.3% | 20,996 | 0.0% | 0.70% | -6.1% |
| Q2 2017 | $1,765,000 | +1.4% | 20,996 | 0.0% | 0.74% | -2.5% |
| Q1 2017 | $1,741,000 | +3.8% | 20,996 | 0.0% | 0.76% | -8.0% |
| Q4 2016 | $1,678,000 | +3.8% | 20,996 | 0.0% | 0.83% | +11.4% |
| Q3 2016 | $1,616,000 | +1.6% | 20,996 | 0.0% | 0.74% | -4.6% |
| Q2 2016 | $1,591,000 | +3.2% | 20,996 | 0.0% | 0.78% | -13.9% |
| Q1 2016 | $1,541,000 | +3.1% | 20,996 | 0.0% | 0.90% | +10.0% |
| Q4 2015 | $1,494,000 | +5.7% | 20,996 | 0.0% | 0.82% | -37.1% |
| Q3 2015 | $1,413,000 | -7.2% | 20,996 | 0.0% | 1.31% | +89.4% |
| Q2 2015 | $1,522,000 | -1.1% | 20,996 | 0.0% | 0.69% | -2.8% |
| Q1 2015 | $1,539,000 | -1.2% | 20,996 | 0.0% | 0.71% | -7.7% |
| Q4 2014 | $1,557,000 | +1.8% | 20,996 | -2.3% | 0.77% | +6.8% |
| Q3 2014 | $1,529,000 | +0.5% | 21,480 | 0.0% | 0.72% | +4.3% |
| Q2 2014 | $1,521,000 | +4.7% | 21,480 | 0.0% | 0.69% | -6.7% |
| Q1 2014 | $1,453,000 | -13.9% | 21,480 | -15.3% | 0.74% | -18.2% |
| Q4 2013 | $1,688,000 | +8.8% | 25,363 | +0.1% | 0.91% | -7.0% |
| Q3 2013 | $1,551,000 | +2.4% | 25,338 | +0.1% | 0.97% | -11.9% |
| Q2 2013 | $1,514,000 | – | 25,314 | – | 1.10% | – |
Download | ||||||
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% |