WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,225,385 | +18.1% | 36,191 | +22.1% | 0.00% | 0.0% |
| Q2 2023 | $1,884,532 | +224.9% | 29,631 | +509.7% | 0.00% | – |
| Q3 2021 | $580,000 | -89.4% | 4,860 | -91.8% | 0.00% | -100.0% |
| Q2 2020 | $5,474,000 | +657.1% | 58,933 | +560.1% | 0.00% | +300.0% |
| Q1 2020 | $723,000 | -18.7% | 8,928 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $889,000 | -72.0% | 8,388 | -74.4% | 0.00% | -83.3% |
| Q2 2019 | $3,173,000 | +46.5% | 32,750 | +42.5% | 0.01% | +50.0% |
| Q1 2019 | $2,166,000 | +83.6% | 22,988 | +85.9% | 0.00% | +100.0% |
| Q3 2018 | $1,180,000 | -12.5% | 12,369 | -17.7% | 0.00% | -33.3% |
| Q2 2018 | $1,349,000 | +13.6% | 15,030 | +16.7% | 0.00% | 0.0% |
| Q4 2017 | $1,187,000 | -64.6% | 12,880 | -66.7% | 0.00% | -72.7% |
| Q3 2017 | $3,355,000 | +131.9% | 38,639 | +124.5% | 0.01% | +120.0% |
| Q2 2017 | $1,447,000 | +63.0% | 17,208 | +60.7% | 0.01% | +25.0% |
| Q1 2017 | $888,000 | -48.6% | 10,707 | -50.4% | 0.00% | -50.0% |
| Q4 2016 | $1,726,000 | -46.9% | 21,598 | -48.9% | 0.01% | -50.0% |
| Q3 2016 | $3,252,000 | +578.9% | 42,244 | +547.3% | 0.02% | +433.3% |
| Q1 2016 | $479,000 | -89.9% | 6,526 | -90.2% | 0.00% | -90.0% |
| Q4 2015 | $4,742,000 | +272.5% | 66,659 | +252.4% | 0.03% | +275.0% |
| Q3 2015 | $1,273,000 | +73.9% | 18,915 | +89.4% | 0.01% | +33.3% |
| Q1 2015 | $732,000 | -89.7% | 9,986 | -89.6% | 0.01% | -88.9% |
| Q4 2014 | $7,140,000 | +229.2% | 96,277 | +214.3% | 0.05% | +92.9% |
| Q2 2014 | $2,169,000 | – | 30,632 | – | 0.03% | – |
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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% |