WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,610 | +13.0% | 1,067 | +16.9% | 0.01% | +14.3% |
| Q2 2023 | $58,067 | +716.2% | 913 | +693.9% | 0.01% | +600.0% |
| Q1 2023 | $7,114 | -0.1% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,124 | -11.0% | 115 | -18.4% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 141 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -25.0% | 141 | -25.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 188 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 94 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $11,000 | -85.7% | 94 | -86.8% | 0.00% | -84.6% |
| Q4 2020 | $77,000 | +11.6% | 712 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $69,000 | +4.5% | 712 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $66,000 | +4.8% | 712 | -9.0% | 0.01% | -6.7% |
| Q1 2020 | $63,000 | -24.1% | 782 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $83,000 | +15.3% | 782 | +7.0% | 0.02% | +6.7% |
| Q3 2019 | $72,000 | +18.0% | 731 | +16.4% | 0.02% | +25.0% |
| Q2 2019 | $61,000 | +10.9% | 628 | +6.6% | 0.01% | 0.0% |
| Q1 2019 | $55,000 | -5.2% | 589 | -14.6% | 0.01% | -7.7% |
| Q4 2018 | $58,000 | -35.6% | 690 | -31.3% | 0.01% | -31.6% |
| Q2 2018 | $90,000 | +1.1% | 1,005 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $89,000 | -4.3% | 1,005 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $93,000 | +6.9% | 1,005 | 0.0% | 0.02% | +5.3% |
| Q3 2017 | $87,000 | -7.4% | 1,005 | -10.5% | 0.02% | -9.5% |
| Q2 2017 | $94,000 | +1.1% | 1,123 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $93,000 | +3.3% | 1,123 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $90,000 | +400.0% | 1,123 | +367.9% | 0.02% | +340.0% |
| Q2 2016 | $18,000 | 0.0% | 240 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $18,000 | – | 240 | – | 0.01% | – |
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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% |