WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 230 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529,300 | -3.8% | 7,276 | -4.5% | 0.03% | +3.1% |
| Q1 2024 | $550,095 | +14.9% | 7,620 | +5.6% | 0.03% | +3.2% |
| Q4 2023 | $478,890 | +7.5% | 7,214 | -0.4% | 0.03% | -3.1% |
| Q3 2023 | $445,394 | -6.8% | 7,243 | -3.6% | 0.03% | -5.9% |
| Q2 2023 | $477,765 | -37.5% | 7,512 | -39.2% | 0.03% | -38.2% |
| Q1 2023 | $764,439 | +45.5% | 12,358 | +45.7% | 0.06% | +41.0% |
| Q4 2022 | $525,463 | +4.9% | 8,482 | -6.5% | 0.04% | -4.9% |
| Q3 2022 | $501,000 | +31.8% | 9,067 | +40.9% | 0.04% | +32.3% |
| Q2 2022 | $380,000 | -2.6% | 6,435 | +8.5% | 0.03% | +19.2% |
| Q1 2022 | $390,000 | -7.6% | 5,929 | -9.4% | 0.03% | -3.7% |
| Q4 2021 | $422,000 | -2.8% | 6,545 | +79.9% | 0.03% | -6.9% |
| Q3 2021 | $434,000 | +2.4% | 3,638 | +3.1% | 0.03% | +3.6% |
| Q2 2021 | $424,000 | -81.4% | 3,528 | -82.2% | 0.03% | -82.6% |
| Q1 2021 | $2,274,000 | +8.8% | 19,826 | +1.2% | 0.16% | +12.6% |
| Q4 2020 | $2,090,000 | +4.4% | 19,597 | -4.9% | 0.14% | -16.4% |
| Q3 2020 | $2,001,000 | -2.1% | 20,614 | -7.1% | 0.17% | -11.9% |
| Q2 2020 | $2,043,000 | +12.5% | 22,198 | -1.1% | 0.19% | -25.1% |
| Q1 2020 | $1,816,000 | -20.4% | 22,441 | +4.2% | 0.26% | +6.6% |
| Q4 2019 | $2,282,000 | -11.6% | 21,543 | -17.3% | 0.24% | -17.6% |
| Q3 2019 | $2,580,000 | +0.5% | 26,041 | -1.7% | 0.30% | -1.0% |
| Q2 2019 | $2,567,000 | +7.3% | 26,488 | +4.3% | 0.30% | 0.0% |
| Q1 2019 | $2,392,000 | +11.5% | 25,390 | -0.1% | 0.30% | +1.7% |
| Q4 2018 | $2,145,000 | -10.7% | 25,405 | +1.0% | 0.29% | +9.3% |
| Q3 2018 | $2,401,000 | +12.0% | 25,161 | +5.5% | 0.27% | +3.1% |
| Q2 2018 | $2,143,000 | +1.2% | 23,858 | -0.3% | 0.26% | -5.5% |
| Q1 2018 | $2,117,000 | -3.2% | 23,929 | +0.8% | 0.28% | -7.7% |
| Q4 2017 | $2,186,000 | – | 23,730 | – | 0.30% | – |
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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% |