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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $351,769 | -14.6% | 5,299 | -20.9% | 0.05% | -30.3% |
Q3 2023 | $411,670 | -1.2% | 6,695 | +2.2% | 0.08% | -1.3% |
Q2 2023 | $416,732 | -13.9% | 6,552 | -16.3% | 0.08% | -10.5% |
Q1 2023 | $484,279 | -2.7% | 7,829 | -2.5% | 0.09% | -12.2% |
Q4 2022 | $497,669 | +5.4% | 8,033 | -6.0% | 0.10% | -9.3% |
Q3 2022 | $472,000 | -14.2% | 8,545 | -8.2% | 0.11% | -12.2% |
Q2 2022 | $550,000 | -10.9% | 9,304 | -0.9% | 0.12% | -6.1% |
Q1 2022 | $617,000 | -8.5% | 9,393 | -8.0% | 0.13% | -12.1% |
Q4 2021 | $674,000 | -4.1% | 10,209 | +73.3% | 0.15% | -12.9% |
Q3 2021 | $703,000 | -36.2% | 5,892 | -35.7% | 0.17% | -38.3% |
Q2 2021 | $1,102,000 | +12.0% | 9,157 | +6.7% | 0.28% | +8.6% |
Q1 2021 | $984,000 | +1368.7% | 8,578 | +1091.4% | 0.26% | +1059.1% |
Q2 2020 | $67,000 | +15.5% | 720 | +0.6% | 0.02% | -4.3% |
Q1 2020 | $58,000 | -22.7% | 716 | +0.6% | 0.02% | -4.2% |
Q4 2019 | $75,000 | +7.1% | 712 | +0.4% | 0.02% | 0.0% |
Q3 2019 | $70,000 | +2.9% | 709 | +0.6% | 0.02% | -4.0% |
Q2 2019 | $68,000 | -5.6% | 705 | -7.4% | 0.02% | -16.7% |
Q1 2019 | $72,000 | -1.4% | 761 | -11.7% | 0.03% | -21.1% |
Q4 2018 | $73,000 | +19.7% | 862 | +34.9% | 0.04% | +35.7% |
Q3 2018 | $61,000 | +3.4% | 639 | -3.3% | 0.03% | -15.2% |
Q2 2018 | $59,000 | +1.7% | 661 | +0.2% | 0.03% | -2.9% |
Q1 2018 | $58,000 | -15.9% | 660 | -12.5% | 0.03% | -32.0% |
Q4 2017 | $69,000 | – | 754 | – | 0.05% | – |
Download |
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% |