WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $601,060 | +511.3% | 8,262 | +506.6% | 0.01% | +400.0% |
Q1 2024 | $98,322 | +1222.4% | 1,362 | +1116.1% | 0.00% | – |
Q4 2023 | $7,435 | -99.4% | 112 | -99.4% | 0.00% | -100.0% |
Q3 2023 | $1,201,022 | +454.8% | 19,532 | +473.8% | 0.04% | +442.9% |
Q2 2023 | $216,494 | +16760.9% | 3,404 | -83.6% | 0.01% | -82.9% |
Q1 2023 | $1,284 | +292.7% | 20,762 | +292.5% | 0.04% | +192.9% |
Q4 2022 | $327 | -98.6% | 5,290 | +1187.1% | 0.01% | – |
Q3 2022 | $23,000 | -8.0% | 411 | -1.2% | 0.00% | -100.0% |
Q2 2022 | $25,000 | -19.4% | 416 | -12.4% | 0.00% | – |
Q1 2022 | $31,000 | -94.4% | 475 | -94.4% | 0.00% | -100.0% |
Q4 2021 | $556,000 | -31.7% | 8,414 | +23.3% | 0.01% | -52.4% |
Q3 2021 | $814,000 | +40600.0% | 6,823 | +40035.3% | 0.02% | – |
Q2 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q4 2020 | $2,000 | -99.6% | 17 | -99.7% | 0.00% | -100.0% |
Q3 2020 | $511,000 | -70.5% | 5,262 | -71.8% | 0.01% | -91.5% |
Q2 2020 | $1,735,000 | +10743.8% | 18,680 | +9240.0% | 0.07% | +7000.0% |
Q1 2020 | $16,000 | -94.6% | 200 | -92.8% | 0.00% | -96.0% |
Q4 2019 | $295,000 | -15.0% | 2,791 | -20.2% | 0.02% | +4.2% |
Q3 2019 | $347,000 | -79.6% | 3,499 | -80.0% | 0.02% | -78.9% |
Q2 2019 | $1,697,000 | +83.1% | 17,511 | +78.0% | 0.11% | +103.6% |
Q1 2019 | $927,000 | +71.3% | 9,835 | +73.5% | 0.06% | +40.0% |
Q3 2018 | $541,000 | -58.3% | 5,669 | -60.8% | 0.04% | -45.2% |
Q2 2018 | $1,297,000 | +64.8% | 14,448 | +62.4% | 0.07% | +9.0% |
Q1 2018 | $787,000 | +48.2% | 8,896 | +54.3% | 0.07% | -1.5% |
Q4 2017 | $531,000 | +114.1% | 5,766 | +102.0% | 0.07% | +240.0% |
Q3 2017 | $248,000 | +78.4% | 2,855 | +72.7% | 0.02% | +25.0% |
Q2 2017 | $139,000 | -17.3% | 1,653 | -18.6% | 0.02% | -5.9% |
Q1 2017 | $168,000 | -78.4% | 2,030 | -79.9% | 0.02% | -77.9% |
Q3 2016 | $779,000 | +8555.6% | 10,112 | +7989.6% | 0.08% | +7600.0% |
Q2 2016 | $9,000 | -92.6% | 125 | -92.5% | 0.00% | -94.4% |
Q1 2016 | $122,000 | +293.5% | 1,666 | +281.2% | 0.02% | +260.0% |
Q4 2015 | $31,000 | -76.0% | 437 | -77.3% | 0.01% | -61.5% |
Q3 2015 | $129,000 | +74.3% | 1,922 | +87.7% | 0.01% | +85.7% |
Q2 2015 | $74,000 | +1750.0% | 1,024 | +1832.1% | 0.01% | +600.0% |
Q4 2013 | $4,000 | – | 53 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |