WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,038 | -2.7% | 81 | 0.0% | 0.00% | – |
| Q2 2023 | $5,179 | +3.5% | 81 | +1.2% | 0.00% | – |
| Q1 2023 | $5,006 | +100020.0% | 80 | 0.0% | 0.00% | – |
| Q4 2022 | $5 | – | 80 | +3900.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 1 | -50.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 2 | -99.9% | 0.00% | – |
| Q4 2016 | $1,000 | -99.5% | 2,046 | -37.3% | 0.00% | -100.0% |
| Q3 2015 | $220,000 | -6.4% | 3,262 | +0.7% | 0.06% | -9.5% |
| Q2 2015 | $235,000 | – | 3,239 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |