WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 222 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,476 | +1.4% | 3,759 | +0.6% | 0.02% | -10.5% |
| Q1 2024 | $269,774 | -28.1% | 3,737 | -33.9% | 0.02% | -32.1% |
| Q4 2023 | $375,047 | +7.0% | 5,650 | -0.9% | 0.03% | -12.5% |
| Q3 2023 | $350,493 | -2.9% | 5,700 | +0.5% | 0.03% | +3.2% |
| Q2 2023 | $360,842 | +3.5% | 5,674 | +0.6% | 0.03% | -3.1% |
| Q1 2023 | $348,758 | +0.4% | 5,638 | +0.6% | 0.03% | -8.6% |
| Q4 2022 | $347,235 | +12.9% | 5,605 | +0.7% | 0.04% | 0.0% |
| Q3 2022 | $307,523 | -58.4% | 5,565 | -55.6% | 0.04% | -53.9% |
| Q2 2022 | $740,049 | -9.5% | 12,522 | +0.7% | 0.08% | +8.6% |
| Q1 2022 | $817,392 | -0.1% | 12,437 | +0.4% | 0.07% | +2.9% |
| Q4 2021 | $817,865 | +11.0% | 12,384 | +100.5% | 0.07% | -10.5% |
| Q3 2021 | $737,001 | -0.3% | 6,178 | +0.6% | 0.08% | +1.3% |
| Q2 2021 | $739,259 | +5.5% | 6,144 | +0.6% | 0.08% | +2.7% |
| Q1 2021 | $700,735 | +7.2% | 6,110 | +0.5% | 0.07% | -6.4% |
| Q4 2020 | $653,627 | +11.7% | 6,080 | +0.8% | 0.08% | -7.1% |
| Q3 2020 | $585,243 | +5.2% | 6,031 | +0.7% | 0.08% | +1.2% |
| Q2 2020 | $556,561 | +26.4% | 5,992 | +10.2% | 0.08% | +10.7% |
| Q1 2020 | $440,254 | -44.6% | 5,439 | -27.5% | 0.08% | -35.9% |
| Q4 2019 | $794,246 | +7.7% | 7,498 | +0.7% | 0.12% | -0.8% |
| Q3 2019 | $737,618 | +3.1% | 7,445 | +0.9% | 0.12% | -0.8% |
| Q2 2019 | $715,143 | +3.7% | 7,380 | +0.8% | 0.12% | -37.7% |
| Q1 2019 | $689,561 | – | 7,319 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |