WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 93 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $204,000 | -18.7% | 2,103 | -22.2% | 0.01% | -22.2% |
| Q2 2020 | $251,000 | -88.8% | 2,702 | -87.2% | 0.01% | -88.2% |
| Q4 2019 | $2,238,000 | +1059.6% | 21,126 | +990.7% | 0.08% | +985.7% |
| Q3 2019 | $193,000 | -26.6% | 1,937 | -30.5% | 0.01% | -22.2% |
| Q1 2019 | $263,000 | -5.4% | 2,789 | -15.3% | 0.01% | -18.2% |
| Q4 2018 | $278,000 | -12.9% | 3,291 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $319,000 | +7.0% | 3,335 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $298,000 | -56.0% | 3,316 | -56.7% | 0.01% | -57.7% |
| Q1 2018 | $677,000 | -3.6% | 7,660 | +1.2% | 0.03% | -7.1% |
| Q4 2017 | $702,000 | -4.1% | 7,569 | -10.3% | 0.03% | -12.5% |
| Q3 2017 | $732,000 | -5.9% | 8,436 | -8.8% | 0.03% | -8.6% |
| Q2 2017 | $778,000 | +4.4% | 9,250 | +3.0% | 0.04% | -10.3% |
| Q1 2017 | $745,000 | -2.5% | 8,979 | -6.1% | 0.04% | 0.0% |
| Q4 2016 | $764,000 | -8.6% | 9,562 | -11.9% | 0.04% | -11.4% |
| Q3 2016 | $836,000 | -4.1% | 10,859 | -5.9% | 0.04% | -10.2% |
| Q2 2016 | $872,000 | -8.6% | 11,535 | -11.0% | 0.05% | -7.5% |
| Q1 2016 | $954,000 | -2.3% | 12,965 | -5.3% | 0.05% | +3.9% |
| Q4 2015 | $976,000 | -70.0% | 13,696 | -71.7% | 0.05% | -71.5% |
| Q3 2015 | $3,252,000 | -12.4% | 48,387 | -5.3% | 0.18% | +7.8% |
| Q2 2015 | $3,712,000 | +382.1% | 51,100 | +385.1% | 0.17% | +225.5% |
| Q1 2015 | $770,000 | -46.8% | 10,534 | -46.0% | 0.05% | -51.4% |
| Q4 2014 | $1,448,000 | -23.3% | 19,520 | -26.3% | 0.10% | -30.0% |
| Q3 2014 | $1,887,000 | -38.4% | 26,484 | -38.8% | 0.15% | -33.3% |
| Q2 2014 | $3,062,000 | +11.3% | 43,252 | +6.4% | 0.22% | +9.2% |
| Q1 2014 | $2,750,000 | +207.3% | 40,667 | +202.1% | 0.21% | +186.1% |
| Q4 2013 | $895,000 | +5.0% | 13,461 | -3.5% | 0.07% | +44.0% |
| Q3 2013 | $852,000 | -4.8% | 13,955 | -6.7% | 0.05% | -29.6% |
| Q2 2013 | $895,000 | – | 14,956 | – | 0.07% | – |
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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% |