WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $61,613 | -60.1% | 1,002 | -50.0% | 0.00% | 0.0% |
Q2 2023 | $154,287 | +70.4% | 2,004 | +100.0% | 0.00% | -25.0% |
Q1 2023 | $90,560 | +53170.6% | 1,002 | -46.7% | 0.00% | -20.0% |
Q4 2022 | $170 | -99.9% | 1,879 | -3.9% | 0.01% | 0.0% |
Q3 2022 | $176,000 | 0.0% | 1,955 | +0.2% | 0.01% | -16.7% |
Q2 2022 | $176,000 | -27.3% | 1,952 | -27.2% | 0.01% | +100.0% |
Q1 2022 | $242,000 | +404.2% | 2,682 | +267.4% | 0.00% | +200.0% |
Q4 2021 | $48,000 | +9.1% | 730 | +100.0% | 0.00% | 0.0% |
Q3 2021 | $44,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $44,000 | -60.4% | 365 | -62.2% | 0.00% | -50.0% |
Q1 2021 | $111,000 | +7.8% | 965 | 0.0% | 0.00% | -50.0% |
Q4 2020 | $103,000 | +10.8% | 965 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $93,000 | +5.7% | 965 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $88,000 | +11.4% | 965 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $79,000 | -26.9% | 965 | -4.8% | 0.01% | 0.0% |
Q4 2019 | $108,000 | -16.3% | 1,014 | -22.5% | 0.01% | -11.1% |
Q3 2019 | $129,000 | -89.7% | 1,308 | -91.3% | 0.01% | -88.3% |
Q4 2018 | $1,257,000 | +1396.4% | 15,013 | +1611.9% | 0.08% | +2466.7% |
Q3 2018 | $84,000 | +6.3% | 877 | -0.5% | 0.00% | 0.0% |
Q2 2018 | $79,000 | -10.2% | 881 | -7.7% | 0.00% | -25.0% |
Q1 2018 | $88,000 | 0.0% | 955 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $88,000 | -9.3% | 955 | -14.2% | 0.00% | 0.0% |
Q3 2017 | $97,000 | +4.3% | 1,113 | +0.5% | 0.00% | 0.0% |
Q2 2017 | $93,000 | -13.9% | 1,107 | -15.3% | 0.00% | -20.0% |
Q1 2017 | $108,000 | +1.9% | 1,307 | -1.3% | 0.01% | 0.0% |
Q4 2016 | $106,000 | +2.9% | 1,324 | -1.4% | 0.01% | 0.0% |
Q3 2016 | $103,000 | +7.3% | 1,343 | +5.9% | 0.01% | 0.0% |
Q2 2016 | $96,000 | +33.3% | 1,268 | +24.8% | 0.01% | 0.0% |
Q4 2015 | $72,000 | – | 1,016 | – | 0.01% | – |
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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% |