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 | $20 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20 | -99.9% | 320 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $18,000 | -5.3% | 320 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 320 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $21,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +10.5% | 320 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 160 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $17,000 | +6.2% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +15.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -23.5% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 160 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $16,000 | +6.7% | 160 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $15,000 | +7.1% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -6.7% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 160 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $14,000 | -6.7% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 160 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $12,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $12,000 | +9.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $11,000 | -8.3% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $12,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $12,000 | 0.0% | 160 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $12,000 | – | 160 | – | 0.01% | – |
Download | ||||||
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% |