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 | $5,209,634 | -2.7% | 84,723 | +0.7% | 2.50% | +1.7% |
| Q2 2023 | $5,353,542 | +3.5% | 84,175 | +0.7% | 2.46% | +0.5% |
| Q1 2023 | $5,171,822 | -3.8% | 83,605 | -3.6% | 2.45% | -8.1% |
| Q4 2022 | $5,375,471 | +10.7% | 86,771 | -1.2% | 2.66% | +11.8% |
| Q3 2022 | $4,856,000 | -3.9% | 87,868 | +2.7% | 2.38% | -1.7% |
| Q2 2022 | $5,055,000 | -5.7% | 85,531 | +4.8% | 2.42% | +12.2% |
| Q1 2022 | $5,363,000 | +4.6% | 81,603 | +5.2% | 2.16% | +31.6% |
| Q4 2021 | $5,125,000 | +17.8% | 77,605 | +112.8% | 1.64% | +10.4% |
| Q3 2021 | $4,349,000 | +6.4% | 36,461 | +7.4% | 1.49% | +11.4% |
| Q2 2021 | $4,086,000 | +15.1% | 33,957 | +9.7% | 1.34% | -0.1% |
| Q1 2021 | $3,550,000 | +6.6% | 30,955 | -0.0% | 1.34% | -22.1% |
| Q4 2020 | $3,329,000 | +11.2% | 30,965 | +0.4% | 1.72% | +2.2% |
| Q3 2020 | $2,994,000 | +17.4% | 30,851 | +12.3% | 1.68% | +4.6% |
| Q2 2020 | $2,551,000 | +15.4% | 27,470 | +0.6% | 1.61% | -2.8% |
| Q1 2020 | $2,211,000 | +11.5% | 27,315 | +45.9% | 1.65% | +3.1% |
| Q4 2019 | $1,983,000 | +10.4% | 18,718 | +3.2% | 1.60% | +17.9% |
| Q3 2019 | $1,797,000 | +5.6% | 18,135 | +3.3% | 1.36% | +3.2% |
| Q2 2019 | $1,701,000 | -5.9% | 17,557 | -8.4% | 1.32% | -9.9% |
| Q1 2019 | $1,807,000 | +40.1% | 19,175 | +25.5% | 1.46% | 0.0% |
| Q4 2018 | $1,290,000 | – | 15,279 | – | 1.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |