WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 329 filers reported holding WISDOMTREE TR in Q3 2023. 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% | – |
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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% |