WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 212 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,805 | +0.8% | 3,420 | 0.0% | 0.02% | -15.4% |
| Q1 2024 | $246,890 | +8.8% | 3,420 | 0.0% | 0.03% | +13.0% |
| Q4 2023 | $227,020 | +8.0% | 3,420 | 0.0% | 0.02% | -14.8% |
| Q3 2023 | $210,296 | -3.3% | 3,420 | 0.0% | 0.03% | -3.6% |
| Q2 2023 | $217,512 | +2.8% | 3,420 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $211,561 | -0.1% | 3,420 | 0.0% | 0.03% | +7.7% |
| Q4 2022 | $211,869 | +12.7% | 3,420 | 0.0% | 0.03% | -13.3% |
| Q3 2022 | $188,000 | -6.9% | 3,420 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $202,000 | -10.2% | 3,420 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $225,000 | -0.4% | 3,420 | 0.0% | 0.03% | +7.7% |
| Q4 2021 | $226,000 | +10.8% | 3,420 | +100.0% | 0.03% | +4.0% |
| Q3 2021 | $204,000 | -1.0% | 1,710 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $206,000 | +5.1% | 1,710 | 0.0% | 0.03% | -22.9% |
| Q1 2021 | $196,000 | +6.5% | 1,710 | 0.0% | 0.04% | -5.4% |
| Q4 2020 | $184,000 | +10.8% | 1,710 | 0.0% | 0.04% | -5.1% |
| Q3 2020 | $166,000 | -33.6% | 1,710 | -44.8% | 0.04% | -42.6% |
| Q1 2020 | $250,000 | -24.0% | 3,099 | 0.0% | 0.07% | -15.0% |
| Q4 2019 | $329,000 | +6.8% | 3,099 | 0.0% | 0.08% | +5.3% |
| Q3 2019 | $308,000 | +2.7% | 3,099 | 0.0% | 0.08% | -5.0% |
| Q2 2019 | $300,000 | +2.7% | 3,099 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $292,000 | +11.5% | 3,099 | 0.0% | 0.08% | +6.8% |
| Q4 2018 | $262,000 | – | 3,099 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |