WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 122 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $131,000 | +10.1% | 2,000 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $119,000 | -0.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $120,000 | +5.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $114,000 | +6.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $107,000 | +10.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $97,000 | +5.4% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $92,000 | +15.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $80,000 | -23.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $105,000 | +6.1% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $99,000 | +3.1% | 1,000 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $96,000 | +2.1% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $94,000 | +10.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $85,000 | -10.5% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $95,000 | +6.7% | 1,000 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $89,000 | +1.1% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $88,000 | -4.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $92,000 | +5.7% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $87,000 | +3.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $84,000 | +2.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $82,000 | +3.8% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q4 2016 | $79,000 | +3.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $76,000 | +1.3% | 1,000 | 0.0% | 0.01% | -15.4% |
| Q2 2016 | $75,000 | +2.7% | 1,000 | 0.0% | 0.01% | -7.1% |
| Q1 2016 | $73,000 | +2.8% | 1,000 | 0.0% | 0.01% | -6.7% |
| Q4 2015 | $71,000 | 0.0% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $71,000 | -1.4% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $72,000 | -1.4% | 1,000 | 0.0% | 0.02% | -50.0% |
| Q1 2015 | $73,000 | 0.0% | 1,000 | 0.0% | 0.03% | -31.9% |
| Q4 2014 | $73,000 | – | 1,000 | – | 0.05% | – |
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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% |