WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 339 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,453,079 | +7.0% | 47,465 | +6.2% | 0.41% | +2.0% |
Q1 2024 | $3,227,615 | +6.5% | 44,710 | -2.1% | 0.40% | -2.5% |
Q4 2023 | $3,030,911 | +2.9% | 45,660 | -4.7% | 0.41% | -8.5% |
Q3 2023 | $2,946,601 | -5.1% | 47,920 | -1.8% | 0.45% | -1.8% |
Q2 2023 | $3,104,952 | +2.8% | 48,820 | 0.0% | 0.45% | -5.6% |
Q1 2023 | $3,020,005 | -0.1% | 48,820 | 0.0% | 0.48% | -8.9% |
Q4 2022 | $3,024,399 | +14.2% | 48,820 | +1.9% | 0.53% | +4.8% |
Q3 2022 | $2,649,000 | -5.9% | 47,930 | +0.7% | 0.50% | -2.7% |
Q2 2022 | $2,814,000 | -9.0% | 47,615 | +1.1% | 0.52% | +6.8% |
Q1 2022 | $3,094,000 | -1.2% | 47,080 | -0.7% | 0.48% | +4.8% |
Q4 2021 | $3,132,000 | +10.5% | 47,420 | +99.6% | 0.46% | +0.2% |
Q3 2021 | $2,834,000 | -4.7% | 23,760 | -3.8% | 0.46% | -5.1% |
Q2 2021 | $2,973,000 | +4.8% | 24,705 | -0.2% | 0.49% | -3.9% |
Q1 2021 | $2,838,000 | +3.5% | 24,745 | -3.0% | 0.51% | -3.2% |
Q4 2020 | $2,743,000 | +10.8% | 25,520 | +0.0% | 0.52% | -4.6% |
Q3 2020 | $2,476,000 | +4.5% | 25,515 | 0.0% | 0.55% | -7.3% |
Q2 2020 | $2,370,000 | +14.8% | 25,515 | 0.0% | 0.59% | -6.8% |
Q1 2020 | $2,065,000 | -23.6% | 25,515 | 0.0% | 0.64% | -4.9% |
Q4 2019 | $2,703,000 | +6.2% | 25,515 | -0.7% | 0.67% | -5.8% |
Q3 2019 | $2,546,000 | +2.3% | 25,700 | +0.0% | 0.71% | -1.5% |
Q2 2019 | $2,489,000 | +1.8% | 25,690 | -1.0% | 0.72% | -7.6% |
Q1 2019 | $2,445,000 | +2.2% | 25,945 | -8.4% | 0.78% | -0.8% |
Q4 2018 | $2,392,000 | -27.8% | 28,320 | -18.4% | 0.78% | -12.4% |
Q3 2018 | $3,312,000 | +5.1% | 34,710 | -1.2% | 0.90% | +0.4% |
Q2 2018 | $3,152,000 | +8.8% | 35,125 | +7.3% | 0.89% | -0.1% |
Q1 2018 | $2,898,000 | -11.5% | 32,750 | -7.9% | 0.89% | -10.6% |
Q4 2017 | $3,274,000 | +9.2% | 35,545 | +2.9% | 1.00% | +1.1% |
Q3 2017 | $2,999,000 | +1.2% | 34,540 | -2.0% | 0.99% | -2.1% |
Q2 2017 | $2,963,000 | -5.4% | 35,235 | -6.7% | 1.01% | -7.7% |
Q1 2017 | $3,132,000 | +3.7% | 37,770 | -0.0% | 1.09% | -2.3% |
Q4 2016 | $3,019,000 | +5.6% | 37,780 | +1.8% | 1.12% | -0.6% |
Q3 2016 | $2,859,000 | +3.7% | 37,130 | +2.1% | 1.13% | -3.2% |
Q2 2016 | $2,756,000 | +0.8% | 36,380 | -2.3% | 1.16% | -2.8% |
Q1 2016 | $2,734,000 | -1.1% | 37,250 | -4.2% | 1.20% | -4.2% |
Q4 2015 | $2,765,000 | +4.3% | 38,868 | -1.4% | 1.25% | -5.9% |
Q3 2015 | $2,652,000 | -20.8% | 39,410 | -14.7% | 1.33% | -16.2% |
Q2 2015 | $3,349,000 | +0.8% | 46,195 | +2.0% | 1.58% | -0.9% |
Q1 2015 | $3,321,000 | -3.0% | 45,305 | -1.9% | 1.60% | -10.0% |
Q4 2014 | $3,425,000 | +5.6% | 46,184 | +1.4% | 1.77% | -8.7% |
Q3 2014 | $3,243,000 | +2.0% | 45,564 | +1.5% | 1.94% | -2.8% |
Q2 2014 | $3,178,000 | -4.8% | 44,888 | -9.1% | 2.00% | -10.2% |
Q1 2014 | $3,339,000 | -0.7% | 49,358 | -2.3% | 2.22% | +2.2% |
Q4 2013 | $3,362,000 | +10.4% | 50,523 | +1.5% | 2.18% | -1.7% |
Q3 2013 | $3,046,000 | +2.3% | 49,768 | +0.0% | 2.21% | +5.5% |
Q2 2013 | $2,977,000 | – | 49,767 | – | 2.10% | – |
Download |
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% |