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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,327,865 | -17.9% | 59,035 | -19.2% | 0.40% | -25.7% |
Q1 2024 | $5,274,412 | -30.1% | 73,063 | -35.7% | 0.54% | -52.9% |
Q4 2023 | $7,547,980 | +97.3% | 113,709 | +82.7% | 1.15% | +160.5% |
Q3 2023 | $3,826,216 | -11.0% | 62,225 | -7.9% | 0.44% | -4.6% |
Q2 2023 | $4,298,486 | -40.7% | 67,586 | -42.3% | 0.46% | -34.9% |
Q1 2023 | $7,245,792 | -0.3% | 117,132 | -0.2% | 0.71% | +0.7% |
Q4 2022 | $7,270,979 | +14.9% | 117,369 | +2.5% | 0.70% | -7.0% |
Q3 2022 | $6,329,000 | -6.9% | 114,535 | -0.4% | 0.76% | +12.0% |
Q2 2022 | $6,797,000 | -99.9% | 115,011 | +0.7% | 0.68% | +9.6% |
Q1 2022 | $7,503,925,000 | -0.5% | 114,180 | +0.0% | 0.62% | +1.1% |
Q4 2021 | $7,539,214,000 | +0.7% | 114,161 | +82.0% | 0.61% | -6.3% |
Q3 2021 | $7,483,099,000 | +186604.1% | 62,730 | +88.3% | 0.65% | +29.0% |
Q2 2021 | $4,008,000 | -43.2% | 33,311 | -45.9% | 0.50% | -32.6% |
Q1 2021 | $7,058,000 | +8.9% | 61,543 | +2.1% | 0.75% | -8.9% |
Q4 2020 | $6,479,000 | +8.8% | 60,267 | +2.6% | 0.82% | +2.6% |
Q3 2020 | $5,957,000 | +6.7% | 58,714 | -2.3% | 0.80% | -11.6% |
Q2 2020 | $5,582,000 | +46.6% | 60,100 | +27.8% | 0.90% | +13.1% |
Q1 2020 | $3,807,000 | -5.0% | 47,040 | +24.0% | 0.80% | +15.9% |
Q4 2019 | $4,007,000 | +41.3% | 37,935 | +29.6% | 0.69% | -40.2% |
Q2 2019 | $2,836,000 | -4.9% | 29,266 | -7.5% | 1.15% | +44.4% |
Q1 2019 | $2,982,000 | -6.8% | 31,654 | -17.1% | 0.80% | +1.7% |
Q4 2018 | $3,200,000 | -9.3% | 38,170 | +3.3% | 0.79% | +56.6% |
Q3 2018 | $3,527,000 | +86.7% | 36,967 | +75.6% | 0.50% | -13.0% |
Q2 2018 | $1,889,000 | +1.0% | 21,047 | -0.4% | 0.58% | -0.7% |
Q1 2018 | $1,870,000 | -17.4% | 21,136 | -14.0% | 0.58% | +2.5% |
Q4 2017 | $2,265,000 | +15.6% | 24,584 | +9.0% | 0.57% | -11.8% |
Q3 2017 | $1,959,000 | +3.4% | 22,556 | +0.1% | 0.64% | -6.9% |
Q2 2017 | $1,895,000 | +3.9% | 22,534 | +2.5% | 0.69% | -3.2% |
Q1 2017 | $1,823,000 | +3.1% | 21,986 | -0.7% | 0.71% | -18.5% |
Q4 2016 | $1,768,000 | -6.3% | 22,134 | -9.7% | 0.88% | -6.6% |
Q3 2016 | $1,887,000 | +1.1% | 24,512 | -0.5% | 0.94% | -7.9% |
Q2 2016 | $1,867,000 | +8.4% | 24,640 | +5.0% | 1.02% | -8.5% |
Q1 2016 | $1,723,000 | +10.7% | 23,468 | +7.3% | 1.11% | +2.2% |
Q4 2015 | $1,556,000 | +11.5% | 21,876 | +13.7% | 1.09% | +22.2% |
Q3 2015 | $1,395,000 | -99.9% | 19,242 | -61.2% | 0.89% | -21.7% |
Q2 2015 | $1,800,441,000 | +85880.9% | 49,624 | +73.7% | 1.14% | -16.2% |
Q1 2015 | $2,094,000 | -1.6% | 28,570 | -0.4% | 1.36% | +12.5% |
Q4 2014 | $2,127,000 | – | 28,678 | – | 1.21% | – |
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% |