WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $256,783 | -3.3% | 4,176 | 0.0% | 0.05% | +2.2% |
Q2 2023 | $265,594 | +2.8% | 4,176 | 0.0% | 0.04% | -8.2% |
Q1 2023 | $258,327 | -5.4% | 4,176 | -5.2% | 0.05% | -14.0% |
Q4 2022 | $272,952 | +12.3% | 4,406 | 0.0% | 0.06% | +3.6% |
Q3 2022 | $243,000 | -6.5% | 4,406 | 0.0% | 0.06% | +7.8% |
Q2 2022 | $260,000 | -5.1% | 4,406 | +5.5% | 0.05% | +15.9% |
Q1 2022 | $274,000 | -0.7% | 4,176 | 0.0% | 0.04% | -2.2% |
Q4 2021 | $276,000 | +10.8% | 4,176 | +100.0% | 0.04% | +2.3% |
Q3 2021 | $249,000 | -0.8% | 2,088 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $251,000 | +5.0% | 2,088 | 0.0% | 0.04% | -2.2% |
Q1 2021 | $239,000 | +6.7% | 2,088 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $224,000 | +10.3% | 2,088 | 0.0% | 0.04% | -2.2% |
Q3 2020 | $203,000 | +18.7% | 2,088 | +29.3% | 0.05% | +17.9% |
Q4 2019 | $171,000 | – | 1,615 | – | 0.04% | – |
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% |