WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |