WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 192 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 2.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $20,000 | -9.1% | 165 | -19.1% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 204 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +11.1% | 202 | -8.2% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -52.6% | 220 | -39.4% | 0.00% | -50.0% |
| Q4 2019 | $38,000 | +660.0% | 363 | +560.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | -64.3% | 55 | -66.9% | 0.00% | -100.0% |
| Q4 2018 | $14,000 | -96.0% | 166 | -95.5% | 0.00% | -96.2% |
| Q3 2018 | $350,000 | -6.4% | 3,666 | -8.8% | 0.03% | -7.1% |
| Q2 2018 | $374,000 | +910.8% | 4,021 | +890.4% | 0.03% | +833.3% |
| Q4 2017 | $37,000 | – | 406 | – | 0.00% | – |
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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% |