WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 198 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |