WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $65,000 | -7.1% | 1,188 | 0.0% | 0.02% | -4.3% |
| Q2 2022 | $70,000 | -10.3% | 1,188 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $78,000 | 0.0% | 1,188 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $78,000 | +11.4% | 1,188 | +100.0% | 0.02% | +4.8% |
| Q3 2021 | $70,000 | -1.4% | 594 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 594 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $68,000 | +7.9% | 594 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $63,000 | +10.5% | 594 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $57,000 | -5.0% | 594 | -9.0% | 0.02% | -4.5% |
| Q2 2020 | $60,000 | +15.4% | 653 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $52,000 | -44.1% | 653 | -26.0% | 0.02% | -35.5% |
| Q4 2019 | $93,000 | +6.9% | 882 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $87,000 | +2.4% | 882 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $85,000 | +2.4% | 882 | 0.0% | 0.03% | +3.3% |
| Q1 2019 | $83,000 | +12.2% | 882 | -1.3% | 0.03% | -3.2% |
| Q4 2018 | $74,000 | -12.9% | 894 | -0.7% | 0.03% | -6.1% |
| Q3 2018 | $85,000 | +6.2% | 900 | 0.0% | 0.03% | +3.1% |
| Q2 2018 | $80,000 | +1.3% | 900 | 0.0% | 0.03% | -3.0% |
| Q1 2018 | $79,000 | -19.4% | 900 | -15.7% | 0.03% | -23.3% |
| Q4 2017 | $98,000 | +6.5% | 1,067 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $92,000 | +3.4% | 1,067 | 0.0% | 0.04% | -6.5% |
| Q2 2017 | $89,000 | +1.1% | 1,067 | 0.0% | 0.05% | -2.1% |
| Q1 2017 | $88,000 | +3.5% | 1,067 | +0.1% | 0.05% | -2.1% |
| Q4 2016 | $85,000 | +3.7% | 1,066 | -1.0% | 0.05% | +4.3% |
| Q3 2016 | $82,000 | -11.8% | 1,077 | -12.8% | 0.05% | -9.8% |
| Q2 2016 | $93,000 | +3.3% | 1,235 | +0.1% | 0.05% | +2.0% |
| Q1 2016 | $90,000 | -22.4% | 1,234 | -24.4% | 0.05% | -3.8% |
| Q4 2015 | $116,000 | +6.4% | 1,633 | +0.1% | 0.05% | +2.0% |
| Q3 2015 | $109,000 | -4.4% | 1,632 | +3.5% | 0.05% | -1.9% |
| Q2 2015 | $114,000 | -24.0% | 1,577 | -22.9% | 0.05% | -21.2% |
| Q1 2015 | $150,000 | -27.9% | 2,046 | -27.0% | 0.07% | -31.2% |
| Q4 2014 | $208,000 | +35.1% | 2,802 | +29.5% | 0.10% | +1.1% |
| Q3 2014 | $154,000 | +17.6% | 2,164 | +17.2% | 0.10% | -36.2% |
| Q2 2014 | $131,000 | +523.8% | 1,847 | +503.6% | 0.15% | +776.5% |
| Q1 2014 | $21,000 | -81.7% | 306 | -82.3% | 0.02% | -82.7% |
| Q4 2013 | $115,000 | +51.3% | 1,732 | +39.9% | 0.10% | +32.4% |
| Q3 2013 | $76,000 | +16.9% | 1,238 | +14.7% | 0.07% | -22.9% |
| Q2 2013 | $65,000 | – | 1,079 | – | 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% |