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 | $1,026,822 | -3.3% | 16,699 | 0.0% | 0.05% | -4.1% |
| Q2 2023 | $1,062,056 | +2.8% | 16,699 | 0.0% | 0.05% | -2.0% |
| Q1 2023 | $1,033,000 | -0.1% | 16,699 | 0.0% | 0.05% | -12.3% |
| Q4 2022 | $1,034,503 | +12.1% | 16,699 | 0.0% | 0.06% | -3.4% |
| Q3 2022 | $923,000 | -6.5% | 16,699 | 0.0% | 0.06% | -4.8% |
| Q2 2022 | $987,000 | -9.6% | 16,699 | +0.5% | 0.06% | +12.7% |
| Q1 2022 | $1,092,000 | -0.5% | 16,620 | 0.0% | 0.06% | -6.8% |
| Q4 2021 | $1,098,000 | +10.8% | 16,620 | +100.0% | 0.06% | +3.5% |
| Q3 2021 | $991,000 | -0.9% | 8,310 | 0.0% | 0.06% | -6.6% |
| Q2 2021 | $1,000,000 | +4.9% | 8,310 | 0.0% | 0.06% | +38.6% |
| Q1 2021 | $953,000 | -23.3% | 8,310 | -28.1% | 0.04% | -31.2% |
| Q4 2020 | $1,242,000 | +10.8% | 11,550 | 0.0% | 0.06% | -34.7% |
| Q3 2020 | $1,121,000 | -4.8% | 11,550 | -8.9% | 0.10% | -8.4% |
| Q2 2020 | $1,177,000 | +5.1% | 12,676 | 0.0% | 0.11% | -10.1% |
| Q1 2020 | $1,120,000 | -16.6% | 12,676 | 0.0% | 0.12% | -8.5% |
| Q4 2019 | $1,343,000 | +6.9% | 12,676 | 0.0% | 0.13% | -6.5% |
| Q3 2019 | $1,256,000 | +2.3% | 12,676 | 0.0% | 0.14% | -1.4% |
| Q2 2019 | $1,228,000 | +2.8% | 12,676 | 0.0% | 0.14% | -2.8% |
| Q1 2019 | $1,194,000 | +11.6% | 12,676 | 0.0% | 0.14% | -3.3% |
| Q4 2018 | $1,070,000 | -7.2% | 12,676 | 0.0% | 0.15% | -3.8% |
| Q3 2018 | $1,153,000 | -2.1% | 12,676 | 0.0% | 0.16% | -5.5% |
| Q2 2018 | $1,178,000 | +5.0% | 12,676 | 0.0% | 0.16% | -8.3% |
| Q1 2018 | $1,122,000 | -3.6% | 12,676 | +0.3% | 0.18% | -5.8% |
| Q4 2017 | $1,164,000 | +6.1% | 12,638 | 0.0% | 0.19% | -23.0% |
| Q3 2017 | $1,097,000 | – | 12,638 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |