WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $517 | -94.8% | 8,354 | +10474.7% | 0.04% | – |
| Q1 2021 | $10,000 | -74.4% | 79 | -78.2% | 0.00% | -100.0% |
| Q4 2020 | $39,000 | +11.4% | 363 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +2.9% | 363 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +17.2% | 363 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -23.7% | 363 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $38,000 | -89.3% | 363 | -89.9% | 0.00% | -89.7% |
| Q3 2019 | $356,000 | -17.0% | 3,596 | -21.1% | 0.03% | -39.6% |
| Q1 2019 | $429,000 | +11.4% | 4,558 | 0.0% | 0.05% | -12.7% |
| Q4 2018 | $385,000 | – | 4,558 | – | 0.06% | – |
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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% |