WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,849 | -3.7% | 5,966 | -50.4% | 0.12% | 0.0% |
| Q2 2023 | $381,084 | +1.9% | 12,032 | +99.0% | 0.12% | -0.8% |
| Q1 2023 | $374,000 | -0.5% | 6,046 | -0.4% | 0.12% | -9.9% |
| Q4 2022 | $376,000 | +10.6% | 6,071 | -1.4% | 0.13% | +0.8% |
| Q3 2022 | $340,000 | -11.7% | 6,159 | -5.6% | 0.13% | -7.8% |
| Q2 2022 | $385,000 | -10.5% | 6,527 | -0.2% | 0.14% | +3.7% |
| Q1 2022 | $430,000 | -0.5% | 6,539 | -0.3% | 0.14% | +3.0% |
| Q4 2021 | $432,000 | +8.3% | 6,556 | +96.0% | 0.13% | +3.9% |
| Q3 2021 | $399,000 | -9.3% | 3,345 | -8.6% | 0.13% | -11.2% |
| Q2 2021 | $440,000 | +6.0% | 3,658 | +1.1% | 0.14% | -2.7% |
| Q1 2021 | $415,000 | -5.9% | 3,617 | -11.9% | 0.15% | -12.0% |
| Q4 2020 | $441,000 | +5.3% | 4,106 | -4.8% | 0.17% | -4.6% |
| Q3 2020 | $419,000 | -0.5% | 4,314 | -4.9% | 0.18% | -7.4% |
| Q2 2020 | $421,000 | +10.5% | 4,536 | -3.6% | 0.19% | -5.5% |
| Q1 2020 | $381,000 | -14.8% | 4,705 | +11.4% | 0.20% | +6.4% |
| Q4 2019 | $447,000 | +3.7% | 4,222 | -2.9% | 0.19% | -2.1% |
| Q3 2019 | $431,000 | +1.7% | 4,348 | -0.5% | 0.19% | -5.0% |
| Q2 2019 | $424,000 | -32.4% | 4,371 | -34.3% | 0.20% | -26.3% |
| Q1 2019 | $627,000 | +11.4% | 6,653 | -0.2% | 0.27% | +0.7% |
| Q4 2018 | $563,000 | +0.9% | 6,664 | +7.0% | 0.27% | +2.3% |
| Q2 2018 | $558,000 | +1.8% | 6,226 | +0.5% | 0.27% | +1.1% |
| Q1 2018 | $548,000 | +2.6% | 6,196 | +6.9% | 0.26% | +81.4% |
| Q4 2017 | $534,000 | -0.4% | 5,795 | -6.2% | 0.14% | -46.5% |
| Q3 2017 | $536,000 | +5260.0% | 6,175 | +5223.3% | 0.27% | +8933.3% |
| Q2 2017 | $10,000 | -97.7% | 116 | -97.9% | 0.00% | -97.3% |
| Q4 2016 | $435,000 | +3.1% | 5,446 | -0.7% | 0.11% | 0.0% |
| Q3 2016 | $422,000 | -8.1% | 5,486 | -9.5% | 0.11% | -41.4% |
| Q2 2016 | $459,000 | -5.6% | 6,059 | -8.5% | 0.19% | -8.2% |
| Q1 2016 | $486,000 | – | 6,620 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |