WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 193 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,638,796 | -6.9% | 50,017 | -7.6% | 0.23% | -19.9% |
| Q1 2024 | $3,907,044 | -63.7% | 54,121 | -66.6% | 0.29% | -63.0% |
| Q4 2023 | $10,758,653 | +9.1% | 162,076 | +1.1% | 0.79% | -5.1% |
| Q3 2023 | $9,858,254 | -5.5% | 160,322 | -2.3% | 0.83% | -10.4% |
| Q2 2023 | $10,436,701 | +5.3% | 164,099 | +2.5% | 0.92% | -0.1% |
| Q1 2023 | $9,908,163 | +119376.2% | 160,170 | +19.6% | 0.93% | +12.1% |
| Q4 2022 | $8,293 | -99.0% | 133,871 | +760.2% | 0.83% | +959.0% |
| Q3 2022 | $859,000 | +2.4% | 15,562 | +9.5% | 0.08% | -12.4% |
| Q2 2022 | $839,000 | -0.6% | 14,207 | +10.6% | 0.09% | +4.7% |
| Q1 2022 | $844,000 | +21.6% | 12,846 | +22.2% | 0.08% | +25.0% |
| Q4 2021 | $694,000 | +12.3% | 10,512 | +102.7% | 0.07% | +1.5% |
| Q3 2021 | $618,000 | -1.1% | 5,185 | -0.2% | 0.07% | -4.3% |
| Q2 2021 | $625,000 | -18.6% | 5,195 | -22.5% | 0.07% | -27.1% |
| Q1 2021 | $768,000 | +8.6% | 6,705 | +1.9% | 0.10% | -2.0% |
| Q4 2020 | $707,000 | +57.8% | 6,580 | +42.2% | 0.10% | +34.2% |
| Q3 2020 | $448,000 | +37.0% | 4,626 | +31.4% | 0.07% | +23.7% |
| Q2 2020 | $327,000 | -62.7% | 3,521 | -86.5% | 0.06% | -62.2% |
| Q2 2019 | $877,000 | -8.3% | 25,996 | -8.2% | 0.16% | -14.8% |
| Q1 2019 | $956,000 | -13.0% | 28,303 | -18.7% | 0.18% | -29.3% |
| Q4 2018 | $1,099,000 | -12.6% | 34,805 | +5.6% | 0.26% | +9.7% |
| Q3 2018 | $1,257,000 | -6.8% | 32,973 | -6.2% | 0.24% | -14.8% |
| Q2 2018 | $1,349,000 | +4.3% | 35,138 | -1.9% | 0.28% | -3.8% |
| Q1 2018 | $1,294,000 | – | 35,805 | – | 0.29% | – |
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% |