WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 219 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $397,313 | -9.5% | 6,461 | -6.4% | 0.01% | 0.0% |
Q2 2023 | $439,058 | +44.7% | 6,903 | +41.0% | 0.01% | 0.0% |
Q1 2023 | $303,395 | 0.0% | 4,897 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $303,395 | +12.0% | 4,897 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $271,000 | -6.2% | 4,897 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $289,000 | -10.2% | 4,897 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $322,000 | -0.3% | 4,897 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $323,000 | -13.4% | 4,897 | +56.5% | 0.01% | -25.0% |
Q3 2021 | $373,000 | -9.0% | 3,130 | -8.2% | 0.01% | -20.0% |
Q2 2021 | $410,000 | +4.9% | 3,410 | 0.0% | 0.01% | -47.4% |
Q1 2021 | $391,000 | +2.9% | 3,410 | -3.5% | 0.02% | -5.0% |
Q4 2020 | $380,000 | +14.8% | 3,535 | +3.7% | 0.02% | -20.0% |
Q3 2020 | $331,000 | -3.8% | 3,410 | -8.1% | 0.02% | -24.2% |
Q2 2020 | $344,000 | +20.7% | 3,709 | +5.2% | 0.03% | +22.2% |
Q1 2020 | $285,000 | -23.8% | 3,527 | 0.0% | 0.03% | -25.0% |
Q4 2019 | $374,000 | +7.2% | 3,527 | 0.0% | 0.04% | -5.3% |
Q3 2019 | $349,000 | -4.6% | 3,527 | -6.6% | 0.04% | -5.0% |
Q2 2019 | $366,000 | -7.1% | 3,777 | -9.6% | 0.04% | -20.0% |
Q1 2019 | $394,000 | +38.2% | 4,177 | +23.7% | 0.05% | +16.3% |
Q4 2018 | $285,000 | -11.5% | 3,377 | 0.0% | 0.04% | -12.2% |
Q3 2018 | $322,000 | +6.3% | 3,377 | 0.0% | 0.05% | 0.0% |
Q2 2018 | $303,000 | +1.3% | 3,377 | 0.0% | 0.05% | -15.5% |
Q1 2018 | $299,000 | -3.9% | 3,377 | 0.0% | 0.06% | -10.8% |
Q4 2017 | $311,000 | +6.1% | 3,377 | 0.0% | 0.06% | -7.1% |
Q3 2017 | $293,000 | +3.2% | 3,377 | 0.0% | 0.07% | +4.5% |
Q2 2017 | $284,000 | +1.4% | 3,377 | 0.0% | 0.07% | -17.3% |
Q1 2017 | $280,000 | -8.8% | 3,377 | -12.2% | 0.08% | -18.2% |
Q4 2016 | $307,000 | -2.8% | 3,847 | -6.2% | 0.10% | -7.5% |
Q3 2016 | $316,000 | +1.6% | 4,100 | 0.0% | 0.11% | +0.9% |
Q2 2016 | $311,000 | +3.3% | 4,100 | 0.0% | 0.11% | +6.0% |
Q1 2016 | $301,000 | +34.4% | 4,100 | +34.4% | 0.10% | +19.0% |
Q1 2015 | $224,000 | – | 3,050 | – | 0.08% | – |
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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% |