WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,811,684 | -5.2% | 143,303 | -2.0% | 0.14% | -6.1% |
| Q2 2023 | $9,297,901 | +8.6% | 146,193 | +5.7% | 0.15% | +2.8% |
| Q1 2023 | $8,559,097 | +21.8% | 138,362 | +21.9% | 0.14% | +12.6% |
| Q4 2022 | $7,028,697 | +147.9% | 113,458 | +121.2% | 0.13% | +69.3% |
| Q3 2022 | $2,835,000 | +24.7% | 51,298 | +33.3% | 0.08% | +44.2% |
| Q2 2022 | $2,274,000 | +41.2% | 38,481 | +57.1% | 0.05% | +62.5% |
| Q1 2022 | $1,610,000 | +6.8% | 24,501 | +7.3% | 0.03% | +3.2% |
| Q4 2021 | $1,508,000 | +8.5% | 22,830 | +95.9% | 0.03% | +14.8% |
| Q3 2021 | $1,390,000 | +1.9% | 11,654 | +2.8% | 0.03% | -15.6% |
| Q2 2021 | $1,364,000 | +8.6% | 11,333 | +3.5% | 0.03% | -8.6% |
| Q1 2021 | $1,256,000 | -56.4% | 10,949 | -59.2% | 0.04% | -62.0% |
| Q4 2020 | $2,883,000 | +12.0% | 26,820 | +1.1% | 0.09% | -5.2% |
| Q3 2020 | $2,573,000 | -1.3% | 26,518 | -5.6% | 0.10% | -12.6% |
| Q2 2020 | $2,608,000 | +29.5% | 28,080 | +12.9% | 0.11% | +2.8% |
| Q1 2020 | $2,014,000 | +401.0% | 24,881 | +559.8% | 0.11% | +535.3% |
| Q4 2019 | $402,000 | +101.0% | 3,771 | +81.9% | 0.02% | +70.0% |
| Q3 2018 | $200,000 | -2.9% | 2,073 | -10.2% | 0.01% | -16.7% |
| Q2 2018 | $206,000 | -12.3% | 2,308 | -12.5% | 0.01% | -14.3% |
| Q1 2018 | $235,000 | +3.5% | 2,638 | +2.1% | 0.01% | 0.0% |
| Q3 2017 | $227,000 | -14.0% | 2,585 | -17.7% | 0.01% | -17.6% |
| Q2 2017 | $264,000 | -9.0% | 3,140 | -10.4% | 0.02% | -10.5% |
| Q1 2017 | $290,000 | +3.2% | 3,505 | 0.0% | 0.02% | -9.5% |
| Q4 2016 | $281,000 | +17.1% | 3,505 | +12.8% | 0.02% | +16.7% |
| Q3 2016 | $240,000 | +0.4% | 3,106 | -0.8% | 0.02% | -5.3% |
| Q2 2016 | $239,000 | +2.1% | 3,131 | -2.0% | 0.02% | -5.0% |
| Q1 2016 | $234,000 | -74.4% | 3,195 | -75.1% | 0.02% | -74.0% |
| Q4 2015 | $913,000 | +10.9% | 12,830 | +4.9% | 0.08% | -1.3% |
| Q3 2015 | $823,000 | -6.9% | 12,225 | 0.0% | 0.08% | +4.0% |
| Q2 2015 | $884,000 | -1.3% | 12,225 | 0.0% | 0.08% | -9.6% |
| Q1 2015 | $896,000 | +6.7% | 12,225 | +7.9% | 0.08% | +1.2% |
| Q4 2014 | $840,000 | +9.5% | 11,335 | +5.1% | 0.08% | +41.4% |
| Q3 2014 | $767,000 | +0.5% | 10,785 | 0.0% | 0.06% | -32.6% |
| Q2 2014 | $763,000 | +2.8% | 10,785 | -1.5% | 0.09% | -15.7% |
| Q1 2014 | $742,000 | +13.8% | 10,945 | +11.7% | 0.10% | +6.2% |
| Q4 2013 | $652,000 | – | 9,800 | – | 0.10% | – |
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% |