WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 150 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 12.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82,826,907 | +10.8% | 1,346,998 | +14.6% | 0.03% | +16.0% |
Q2 2023 | $74,764,217 | +1.0% | 1,175,538 | -1.7% | 0.02% | -7.4% |
Q1 2023 | $73,994,396 | -10.5% | 1,196,159 | -10.4% | 0.03% | -12.9% |
Q4 2022 | $82,659,389 | +16.6% | 1,334,292 | +4.0% | 0.03% | 0.0% |
Q3 2022 | $70,878,000 | +9.7% | 1,282,635 | +17.4% | 0.03% | +14.8% |
Q2 2022 | $64,583,000 | -3.8% | 1,092,782 | +7.0% | 0.03% | +22.7% |
Q1 2022 | $67,133,000 | +8.4% | 1,021,504 | +8.9% | 0.02% | +22.2% |
Q4 2021 | $61,956,000 | +8.6% | 938,164 | +96.2% | 0.02% | 0.0% |
Q3 2021 | $57,038,000 | -0.8% | 478,148 | +0.1% | 0.02% | -5.3% |
Q2 2021 | $57,485,000 | +7.2% | 477,769 | +2.2% | 0.02% | +5.6% |
Q1 2021 | $53,613,000 | +11.3% | 467,497 | +4.3% | 0.02% | +12.5% |
Q4 2020 | $48,182,000 | +11.2% | 448,204 | +0.4% | 0.02% | 0.0% |
Q3 2020 | $43,312,000 | +12.2% | 446,332 | +7.4% | 0.02% | 0.0% |
Q2 2020 | $38,616,000 | +5.6% | 415,758 | -8.0% | 0.02% | -5.9% |
Q1 2020 | $36,577,000 | -3.6% | 451,904 | +26.2% | 0.02% | +30.8% |
Q4 2019 | $37,932,000 | +19.2% | 358,082 | +11.5% | 0.01% | +8.3% |
Q3 2019 | $31,814,000 | +0.8% | 321,127 | -1.5% | 0.01% | 0.0% |
Q2 2019 | $31,575,000 | +10.1% | 325,856 | +7.1% | 0.01% | 0.0% |
Q1 2019 | $28,670,000 | +9.5% | 304,293 | -1.8% | 0.01% | 0.0% |
Q4 2018 | $26,173,000 | +15.1% | 309,928 | +30.0% | 0.01% | +33.3% |
Q3 2018 | $22,748,000 | +11.4% | 238,419 | +4.8% | 0.01% | 0.0% |
Q2 2018 | $20,420,000 | -2.4% | 227,517 | -3.7% | 0.01% | 0.0% |
Q1 2018 | $20,914,000 | -0.5% | 236,347 | +3.6% | 0.01% | 0.0% |
Q4 2017 | $21,022,000 | +6.4% | 228,198 | +0.3% | 0.01% | 0.0% |
Q3 2017 | $19,764,000 | +8.1% | 227,595 | +4.7% | 0.01% | 0.0% |
Q2 2017 | $18,275,000 | +0.8% | 217,352 | -0.6% | 0.01% | -10.0% |
Q1 2017 | $18,127,000 | +3.1% | 218,582 | -0.7% | 0.01% | 0.0% |
Q4 2016 | $17,590,000 | +4.0% | 220,149 | +0.2% | 0.01% | 0.0% |
Q3 2016 | $16,910,000 | -2.4% | 219,638 | -4.0% | 0.01% | -9.1% |
Q2 2016 | $17,334,000 | +1.7% | 228,808 | -1.5% | 0.01% | 0.0% |
Q1 2016 | $17,047,000 | -48.0% | 232,245 | -49.6% | 0.01% | -47.6% |
Q4 2015 | $32,775,000 | +12.7% | 460,712 | +6.6% | 0.02% | 0.0% |
Q3 2015 | $29,091,000 | -20.3% | 432,265 | -14.2% | 0.02% | -12.5% |
Q2 2015 | $36,504,000 | -12.0% | 503,574 | -11.0% | 0.02% | -17.2% |
Q1 2015 | $41,475,000 | +2.3% | 565,828 | +3.5% | 0.03% | +3.6% |
Q4 2014 | $40,556,000 | – | 546,868 | – | 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% |