WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,303 | -3.3% | 8,364 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $531,950 | +2.8% | 8,364 | 0.0% | 0.11% | +0.9% |
| Q1 2023 | $517,398 | -0.1% | 8,364 | 0.0% | 0.11% | +0.9% |
| Q4 2022 | $518,000 | -24.8% | 8,364 | -32.9% | 0.11% | -33.9% |
| Q3 2022 | $689,000 | -6.5% | 12,464 | 0.0% | 0.17% | +3.7% |
| Q2 2022 | $737,000 | -10.0% | 12,464 | 0.0% | 0.16% | -1.2% |
| Q1 2022 | $819,000 | -0.5% | 12,464 | 0.0% | 0.16% | -1.8% |
| Q4 2021 | $823,000 | +10.8% | 12,464 | +100.0% | 0.17% | +0.6% |
| Q3 2021 | $743,000 | -0.9% | 6,232 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $750,000 | +4.9% | 6,232 | 0.0% | 0.16% | +0.6% |
| Q1 2021 | $715,000 | +6.7% | 6,232 | 0.0% | 0.16% | -1.2% |
| Q4 2020 | $670,000 | +11.9% | 6,232 | +0.9% | 0.17% | -1.8% |
| Q3 2020 | $599,000 | +2.0% | 6,174 | -2.3% | 0.17% | +5.0% |
| Q2 2020 | $587,000 | +4.3% | 6,320 | -9.2% | 0.16% | -5.3% |
| Q1 2020 | $563,000 | -11.8% | 6,961 | +15.5% | 0.17% | +14.9% |
| Q4 2019 | $638,000 | -46.7% | 6,026 | -50.1% | 0.15% | +2.1% |
| Q3 2019 | $1,196,000 | +87.5% | 12,082 | +83.5% | 0.14% | -2.7% |
| Q2 2019 | $638,000 | +4.4% | 6,585 | +1.6% | 0.15% | -0.7% |
| Q1 2019 | $611,000 | +13.8% | 6,480 | +1.9% | 0.15% | -0.7% |
| Q4 2018 | $537,000 | -3.9% | 6,357 | +8.5% | 0.15% | -4.4% |
| Q3 2018 | $559,000 | +5.3% | 5,859 | -1.1% | 0.16% | -0.6% |
| Q2 2018 | $531,000 | +124.1% | 5,924 | +121.0% | 0.16% | +114.9% |
| Q1 2018 | $237,000 | -4.0% | 2,680 | 0.0% | 0.07% | -8.6% |
| Q4 2017 | $247,000 | +4.7% | 2,680 | -1.3% | 0.08% | +12.5% |
| Q3 2017 | $236,000 | +1.3% | 2,714 | -1.9% | 0.07% | -11.1% |
| Q2 2017 | $233,000 | 0.0% | 2,766 | -1.4% | 0.08% | -2.4% |
| Q1 2017 | $233,000 | +4.0% | 2,804 | 0.0% | 0.08% | -2.4% |
| Q4 2016 | $224,000 | +3.7% | 2,804 | 0.0% | 0.08% | +9.0% |
| Q3 2016 | $216,000 | +1.9% | 2,804 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $212,000 | +1.9% | 2,804 | -1.0% | 0.08% | +2.7% |
| Q1 2016 | $208,000 | +3.5% | 2,832 | 0.0% | 0.08% | +5.6% |
| Q4 2015 | $201,000 | – | 2,832 | – | 0.07% | – |
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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% |