WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,042 | -3.3% | 82 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $5,215 | +30.4% | 82 | +173.3% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -97.5% | 30 | -97.9% | 0.00% | -98.0% |
| Q4 2018 | $120,000 | -42.0% | 1,425 | -34.3% | 0.05% | -47.4% |
| Q3 2018 | $207,000 | +1.0% | 2,168 | -5.1% | 0.10% | -5.8% |
| Q2 2018 | $205,000 | – | 2,285 | – | 0.10% | – |
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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% |