WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 219 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 2020 | $7,994,000 | -27.7% | 86,056 | -37.0% | 3.87% | -7.3% |
| Q1 2020 | $11,052,000 | -34.6% | 136,585 | -14.4% | 4.18% | -8.3% |
| Q4 2019 | $16,899,000 | -7.1% | 159,500 | -13.2% | 4.55% | -5.6% |
| Q3 2019 | $18,194,000 | -3.3% | 183,711 | -5.4% | 4.82% | +2.4% |
| Q2 2019 | $18,821,000 | -7.4% | 194,210 | -10.0% | 4.71% | -5.8% |
| Q1 2019 | $20,325,000 | -9.7% | 215,751 | -19.0% | 5.00% | -4.4% |
| Q4 2018 | $22,496,000 | -20.1% | 266,379 | -9.7% | 5.23% | -9.2% |
| Q3 2018 | $28,149,000 | -12.4% | 295,027 | -17.6% | 5.76% | -22.4% |
| Q2 2018 | $32,121,000 | -7.6% | 357,889 | -8.9% | 7.42% | -26.8% |
| Q1 2018 | $34,767,000 | -10.6% | 392,887 | -6.9% | 10.15% | -13.0% |
| Q4 2017 | $38,873,000 | -5.2% | 421,975 | -10.6% | 11.67% | +30.1% |
| Q3 2017 | $41,010,000 | -4.7% | 472,250 | -6.6% | 8.97% | -13.7% |
| Q2 2017 | $43,032,000 | -8.4% | 505,621 | -10.6% | 10.40% | -11.0% |
| Q1 2017 | $46,994,000 | -12.7% | 565,704 | -15.1% | 11.68% | -25.5% |
| Q4 2016 | $53,802,000 | -0.7% | 666,367 | -8.5% | 15.67% | +14.2% |
| Q3 2016 | $54,178,000 | -1.6% | 727,883 | +1.4% | 13.72% | -25.5% |
| Q2 2016 | $55,066,000 | +6.9% | 717,759 | +3.7% | 18.42% | +0.5% |
| Q1 2016 | $51,518,000 | +35.5% | 691,945 | +18.9% | 18.33% | +6.1% |
| Q4 2015 | $38,034,000 | – | 581,990 | – | 17.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |