WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 332 filers reported holding WISDOMTREE TR in Q2 2023. 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 ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |