WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,885,211 | -5.1% | 79,447 | -1.8% | 0.02% | -5.0% |
| Q2 2023 | $5,147,426 | +1.7% | 80,934 | -1.1% | 0.02% | -9.1% |
| Q1 2023 | $5,061,638 | -16.7% | 81,824 | -16.6% | 0.02% | -29.0% |
| Q4 2022 | $6,079,160 | +6.9% | 98,130 | -4.7% | 0.03% | -6.1% |
| Q3 2022 | $5,688,000 | -8.0% | 102,940 | -1.6% | 0.03% | -17.5% |
| Q2 2022 | $6,181,000 | -4.4% | 104,584 | +6.3% | 0.04% | -4.8% |
| Q1 2022 | $6,464,000 | -9.7% | 98,358 | -9.3% | 0.04% | -14.3% |
| Q4 2021 | $7,158,000 | +10.7% | 108,385 | +100.0% | 0.05% | -9.3% |
| Q3 2021 | $6,465,000 | -3.7% | 54,196 | -2.8% | 0.05% | -14.3% |
| Q2 2021 | $6,711,000 | +6.9% | 55,774 | +1.9% | 0.06% | -7.4% |
| Q1 2021 | $6,275,000 | +410.2% | 54,718 | +378.3% | 0.07% | +325.0% |
| Q4 2020 | $1,230,000 | +73.2% | 11,441 | +56.6% | 0.02% | +33.3% |
| Q3 2020 | $710,000 | -33.0% | 7,305 | -35.9% | 0.01% | -29.4% |
| Q2 2020 | $1,059,000 | +37.7% | 11,405 | +14.9% | 0.02% | 0.0% |
| Q1 2020 | $769,000 | -29.3% | 9,927 | -2.8% | 0.02% | 0.0% |
| Q4 2019 | $1,088,000 | +7.5% | 10,218 | +0.0% | 0.02% | -52.8% |
| Q3 2019 | $1,012,000 | +2.2% | 10,216 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $990,000 | +0.9% | 10,216 | -1.9% | 0.04% | -7.5% |
| Q1 2019 | $981,000 | +3403.6% | 10,416 | +3027.9% | 0.04% | +1900.0% |
| Q4 2018 | $28,000 | -12.5% | 333 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $32,000 | +6.7% | 333 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $30,000 | +76.5% | 333 | +69.9% | 0.00% | +100.0% |
| Q1 2018 | $17,000 | -5.6% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | -48.6% | 196 | -50.0% | 0.00% | 0.0% |
| Q3 2017 | $35,000 | – | 392 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |