WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. 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% | – |
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% |