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 | $207,032 | -2.9% | 3,367 | +0.5% | 0.02% | -20.0% |
| Q2 2023 | $213,126 | +3.4% | 3,351 | +0.6% | 0.02% | +53.8% |
| Q1 2023 | $206,084 | -0.1% | 3,331 | 0.0% | 0.01% | -38.1% |
| Q4 2022 | $206,351 | -39.1% | 3,331 | -35.5% | 0.02% | -41.7% |
| Q1 2022 | $339,000 | -1.7% | 5,164 | -1.1% | 0.04% | 0.0% |
| Q4 2021 | $345,000 | +4.5% | 5,220 | +99.3% | 0.04% | -14.3% |
| Q3 2021 | $330,000 | -29.8% | 2,619 | -32.9% | 0.04% | -36.4% |
| Q2 2021 | $470,000 | +64.9% | 3,902 | +56.9% | 0.07% | +34.7% |
| Q1 2021 | $285,000 | +16.8% | 2,487 | +9.8% | 0.05% | -2.0% |
| Q4 2020 | $244,000 | +1.7% | 2,265 | -12.5% | 0.05% | -19.4% |
| Q2 2020 | $240,000 | +4.8% | 2,589 | -8.8% | 0.06% | -20.5% |
| Q1 2020 | $229,000 | -51.9% | 2,839 | -36.9% | 0.08% | -37.1% |
| Q4 2019 | $476,000 | +76.3% | 4,497 | +64.7% | 0.12% | +59.0% |
| Q3 2019 | $270,000 | +172.7% | 2,730 | +131.7% | 0.08% | +85.7% |
| Q4 2018 | $99,000 | +12.5% | 1,178 | +17.9% | 0.04% | +2.4% |
| Q1 2018 | $88,000 | -4.3% | 999 | -0.1% | 0.04% | -4.7% |
| Q4 2017 | $92,000 | – | 1,000 | – | 0.04% | – |
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% |