WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 364 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $28,009 | +0.8% | 385 | 0.0% | 0.01% | -12.5% |
Q1 2024 | $27,793 | -45.9% | 385 | -50.3% | 0.01% | -46.7% |
Q4 2023 | $51,378 | +8.0% | 774 | 0.0% | 0.02% | -6.2% |
Q3 2023 | $47,593 | -3.3% | 774 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $49,226 | +2.8% | 774 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $47,880 | -0.1% | 774 | 0.0% | 0.02% | -5.9% |
Q4 2022 | $47,949 | +11.5% | 774 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $43,000 | -6.5% | 774 | 0.0% | 0.02% | -5.6% |
Q2 2022 | $46,000 | -9.8% | 774 | 0.0% | 0.02% | +12.5% |
Q1 2022 | $51,000 | 0.0% | 774 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $51,000 | +10.9% | 774 | +100.0% | 0.02% | -5.9% |
Q3 2021 | $46,000 | -2.1% | 387 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $47,000 | +6.8% | 387 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $44,000 | +4.8% | 387 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $42,000 | +10.5% | 387 | 0.0% | 0.02% | -5.6% |
Q3 2020 | $38,000 | -70.5% | 387 | -72.1% | 0.02% | -73.9% |
Q2 2020 | $129,000 | -10.4% | 1,387 | -21.9% | 0.07% | -31.0% |
Q1 2020 | $144,000 | -23.4% | 1,775 | 0.0% | 0.10% | -11.5% |
Q4 2019 | $188,000 | +6.8% | 1,775 | 0.0% | 0.11% | +4.6% |
Q3 2019 | $176,000 | +2.3% | 1,775 | 0.0% | 0.11% | +3.8% |
Q2 2019 | $172,000 | +3.0% | 1,775 | 0.0% | 0.10% | -6.3% |
Q1 2019 | $167,000 | +11.3% | 1,775 | 0.0% | 0.11% | -0.9% |
Q4 2018 | $150,000 | -12.8% | 1,775 | -1.4% | 0.11% | +2.8% |
Q3 2018 | $172,000 | +6.2% | 1,800 | 0.0% | 0.11% | -3.5% |
Q2 2018 | $162,000 | +3.8% | 1,800 | 0.0% | 0.11% | -0.9% |
Q1 2018 | $156,000 | -6.0% | 1,800 | 0.0% | 0.11% | -10.2% |
Q4 2017 | $166,000 | – | 1,800 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |