WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 256 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $228,924 | +1.8% | 3,147 | +1.0% | 0.03% | -5.6% |
| Q1 2024 | $224,851 | +10.8% | 3,115 | +1.9% | 0.04% | -2.7% |
| Q4 2023 | $202,888 | -0.5% | 3,056 | -7.8% | 0.04% | -5.1% |
| Q3 2023 | $203,887 | -3.2% | 3,316 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $210,686 | +359.3% | 3,313 | +346.5% | 0.04% | +333.3% |
| Q1 2023 | $45,870 | +118.4% | 742 | +94.2% | 0.01% | +80.0% |
| Q3 2022 | $21,000 | -4.5% | 382 | +0.8% | 0.01% | -16.7% |
| Q2 2022 | $22,000 | -12.0% | 379 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | 0.0% | 376 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | +13.6% | 375 | +101.6% | 0.01% | +20.0% |
| Q3 2021 | $22,000 | -57.7% | 186 | -57.2% | 0.01% | -61.5% |
| Q2 2021 | $52,000 | +6.1% | 435 | +0.2% | 0.01% | -7.1% |
| Q1 2021 | $49,000 | – | 434 | – | 0.01% | – |
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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% |