WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 152 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66 | -4.3% | 1,080 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $69 | +3.0% | 1,080 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $67 | 0.0% | 1,080 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $67 | -99.9% | 1,080 | -11.5% | 0.05% | -11.5% |
| Q3 2022 | $67,000 | -6.9% | 1,220 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $72,000 | -10.0% | 1,220 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $80,000 | -1.2% | 1,220 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $81,000 | +11.0% | 1,220 | +100.0% | 0.05% | 0.0% |
| Q3 2021 | $73,000 | -28.4% | 610 | -28.2% | 0.05% | -25.4% |
| Q2 2021 | $102,000 | +5.2% | 850 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $97,000 | +6.6% | 850 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $91,000 | +11.0% | 850 | 0.0% | 0.07% | +2.8% |
| Q3 2020 | $82,000 | +3.8% | 850 | 0.0% | 0.07% | +6.0% |
| Q2 2020 | $79,000 | +14.5% | 850 | 0.0% | 0.07% | -1.5% |
| Q1 2020 | $69,000 | -23.3% | 850 | 0.0% | 0.07% | -4.2% |
| Q4 2019 | $90,000 | +7.1% | 850 | 0.0% | 0.07% | +4.4% |
| Q3 2019 | $84,000 | +2.4% | 850 | 0.0% | 0.07% | -5.6% |
| Q2 2019 | $82,000 | +2.5% | 850 | 0.0% | 0.07% | +2.9% |
| Q1 2019 | $80,000 | -2.4% | 850 | -12.8% | 0.07% | -14.6% |
| Q4 2018 | $82,000 | -11.8% | 975 | 0.0% | 0.08% | +2.5% |
| Q3 2018 | $93,000 | +6.9% | 975 | 0.0% | 0.08% | +2.6% |
| Q2 2018 | $87,000 | -99.9% | 975 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $86,278,000 | -3.9% | 975 | 0.0% | 0.08% | +5.4% |
| Q4 2017 | $89,817,000 | +6.1% | 975 | 0.0% | 0.07% | +1.4% |
| Q3 2017 | $84,669,000 | +3.3% | 975 | 0.0% | 0.07% | +2.8% |
| Q2 2017 | $81,978,000 | +1.4% | 975 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $80,857,000 | +3.8% | 975 | 0.0% | 0.07% | -1.4% |
| Q4 2016 | $77,903,000 | – | 975 | – | 0.07% | – |
Download | ||||||
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% |