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 | $11,765,382 | -5.2% | 191,338 | -2.0% | 1.32% | +5.9% |
| Q2 2023 | $12,415,296 | -12.7% | 195,209 | -15.1% | 1.25% | -20.0% |
| Q1 2023 | $14,227,455 | -4.0% | 229,994 | -3.9% | 1.56% | -14.2% |
| Q4 2022 | $14,827,434 | +23.5% | 239,345 | +10.1% | 1.82% | +15.9% |
| Q3 2022 | $12,008,000 | -0.0% | 217,293 | +6.9% | 1.57% | +5.7% |
| Q2 2022 | $12,013,000 | +5.4% | 203,266 | +17.2% | 1.48% | +6.0% |
| Q1 2022 | $11,400,000 | +15.6% | 173,463 | +16.1% | 1.40% | +18.2% |
| Q4 2021 | $9,863,000 | +2.7% | 149,354 | +85.5% | 1.18% | -5.8% |
| Q3 2021 | $9,606,000 | -2.0% | 80,525 | -1.2% | 1.26% | -5.3% |
| Q2 2021 | $9,805,000 | +11.9% | 81,487 | +6.7% | 1.33% | +0.2% |
| Q1 2021 | $8,762,000 | +10.1% | 76,403 | +3.2% | 1.32% | +4.6% |
| Q4 2020 | $7,957,000 | +18.2% | 74,020 | +6.7% | 1.27% | +3.1% |
| Q3 2020 | $6,731,000 | +17.3% | 69,359 | +12.3% | 1.23% | +5.8% |
| Q2 2020 | $5,736,000 | +38.0% | 61,761 | +20.2% | 1.16% | +17.2% |
| Q1 2020 | $4,158,000 | -15.9% | 51,371 | +10.1% | 0.99% | -0.2% |
| Q4 2019 | $4,945,000 | +47.3% | 46,678 | +37.7% | 0.99% | +21.5% |
| Q3 2019 | $3,357,000 | – | 33,890 | – | 0.82% | – |
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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% |