WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 160 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,164,358 | -1.0% | 1,092,281 | +2.4% | 1.26% | +1.0% |
| Q2 2023 | $67,860,246 | +4.6% | 1,066,985 | +1.7% | 1.24% | -3.8% |
| Q1 2023 | $64,906,667 | -1.1% | 1,049,251 | -1.0% | 1.29% | -6.0% |
| Q4 2022 | $65,651,822 | +23.9% | 1,059,755 | +10.5% | 1.38% | +15.1% |
| Q3 2022 | $53,009,000 | -4.1% | 959,256 | +2.5% | 1.20% | +2.6% |
| Q2 2022 | $55,290,000 | -5.7% | 935,535 | +4.8% | 1.17% | +12.4% |
| Q1 2022 | $58,641,000 | +3.1% | 892,295 | +3.6% | 1.04% | +12.1% |
| Q4 2021 | $56,872,000 | +6.7% | 861,182 | +92.7% | 0.92% | -4.1% |
| Q3 2021 | $53,309,000 | -2.8% | 446,885 | -1.9% | 0.96% | -3.8% |
| Q2 2021 | $54,832,000 | +5.7% | 455,721 | +0.8% | 1.00% | -2.4% |
| Q1 2021 | $51,873,000 | +7.8% | 452,322 | +1.1% | 1.03% | -0.9% |
| Q4 2020 | $48,118,000 | +10.5% | 447,610 | -0.3% | 1.04% | -2.7% |
| Q3 2020 | $43,564,000 | +2.7% | 448,927 | -1.7% | 1.07% | -5.9% |
| Q2 2020 | $42,421,000 | +8.5% | 456,734 | -5.4% | 1.13% | -12.1% |
| Q1 2020 | $39,093,000 | -24.1% | 482,992 | -0.7% | 1.29% | -7.1% |
| Q4 2019 | $51,525,000 | +16.8% | 486,410 | +9.2% | 1.39% | +7.3% |
| Q3 2019 | $44,128,000 | +48.5% | 445,423 | +45.3% | 1.29% | +43.5% |
| Q2 2019 | $29,706,000 | +4.5% | 306,556 | +1.6% | 0.90% | -1.4% |
| Q1 2019 | $28,421,000 | +2.7% | 301,647 | -8.0% | 0.92% | -12.5% |
| Q4 2018 | $27,682,000 | -11.6% | 327,786 | -0.1% | 1.05% | +4.5% |
| Q3 2018 | $31,310,000 | -2.2% | 328,157 | -8.0% | 1.00% | -8.5% |
| Q2 2018 | $32,000,000 | -0.2% | 356,543 | -1.6% | 1.09% | -10.6% |
| Q1 2018 | $32,049,000 | -17.3% | 362,173 | -13.9% | 1.22% | -15.0% |
| Q4 2017 | $38,733,000 | +5.0% | 420,468 | -1.0% | 1.44% | +0.2% |
| Q3 2017 | $36,894,000 | +1.4% | 424,849 | -1.9% | 1.44% | +2.2% |
| Q2 2017 | $36,401,000 | +4.4% | 432,931 | +3.0% | 1.41% | +3.1% |
| Q1 2017 | $34,858,000 | +13.1% | 420,327 | +8.9% | 1.36% | +6.8% |
| Q4 2016 | $30,829,000 | +45.7% | 385,842 | +40.4% | 1.28% | +45.9% |
| Q3 2016 | $21,153,000 | +151.3% | 274,743 | +147.2% | 0.88% | +135.2% |
| Q2 2016 | $8,419,000 | +18.7% | 111,127 | +15.0% | 0.37% | +18.8% |
| Q1 2016 | $7,091,000 | +78.7% | 96,604 | +73.2% | 0.31% | +70.1% |
| Q4 2015 | $3,968,000 | +11.5% | 55,783 | +5.3% | 0.18% | +8.2% |
| Q3 2015 | $3,559,000 | -10.4% | 52,957 | -3.4% | 0.17% | -5.0% |
| Q2 2015 | $3,970,000 | -10.9% | 54,796 | -9.9% | 0.18% | -12.7% |
| Q1 2015 | $4,457,000 | +30.9% | 60,832 | +27.2% | 0.20% | +19.9% |
| Q3 2014 | $3,405,000 | +15.2% | 47,836 | +14.6% | 0.17% | +12.5% |
| Q2 2014 | $2,956,000 | +19.0% | 41,735 | +13.6% | 0.15% | +9.4% |
| Q1 2014 | $2,484,000 | +2.6% | 36,730 | +1.1% | 0.14% | +4.5% |
| Q4 2013 | $2,420,000 | +16.5% | 36,338 | +7.0% | 0.13% | +11.8% |
| Q3 2013 | $2,078,000 | +34.5% | 33,961 | +31.4% | 0.12% | +36.8% |
| Q2 2013 | $1,545,000 | – | 25,836 | – | 0.09% | – |
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% |