WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,040,731 | +176.6% | 197,292 | +189.0% | 3.91% | +264.1% |
| Q2 2023 | $4,352,749 | -31.2% | 68,257 | -28.5% | 1.07% | +74.9% |
| Q4 2021 | $6,328,000 | -2.3% | 95,502 | +77.8% | 0.61% | -31.8% |
| Q3 2021 | $6,474,000 | +114.2% | 53,726 | +114.9% | 0.90% | +201.0% |
| Q2 2021 | $3,022,000 | -55.9% | 25,003 | -58.0% | 0.30% | -69.5% |
| Q1 2021 | $6,860,000 | -19.7% | 59,520 | -26.2% | 0.98% | -38.4% |
| Q4 2020 | $8,546,000 | +1036.4% | 80,599 | +767.5% | 1.59% | +243.9% |
| Q1 2020 | $752,000 | -43.3% | 9,291 | -25.8% | 0.46% | +28.3% |
| Q4 2019 | $1,327,000 | +238.5% | 12,529 | +216.9% | 0.36% | +267.3% |
| Q3 2019 | $392,000 | +21.7% | 3,953 | +15.8% | 0.10% | -3.9% |
| Q1 2019 | $322,000 | -70.9% | 3,415 | -70.6% | 0.10% | -79.4% |
| Q3 2018 | $1,107,000 | -49.0% | 11,599 | -52.1% | 0.50% | -48.9% |
| Q2 2018 | $2,172,000 | +109.9% | 24,199 | +106.9% | 0.97% | +102.1% |
| Q1 2018 | $1,035,000 | -73.8% | 11,696 | -72.8% | 0.48% | -71.4% |
| Q4 2017 | $3,955,000 | +14.8% | 42,935 | +8.2% | 1.68% | -15.7% |
| Q3 2017 | $3,445,000 | +32.1% | 39,674 | +28.0% | 1.99% | +39.2% |
| Q2 2017 | $2,607,000 | +3.2% | 31,003 | +1.8% | 1.43% | +8.2% |
| Q1 2017 | $2,525,000 | +4.6% | 30,443 | +0.8% | 1.32% | +5.5% |
| Q4 2016 | $2,413,000 | +282.4% | 30,197 | +262.6% | 1.25% | +242.6% |
| Q2 2016 | $631,000 | +61.0% | 8,329 | +56.0% | 0.37% | +87.7% |
| Q1 2016 | $392,000 | – | 5,340 | – | 0.20% | – |
Download | ||||||
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% |