WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 171 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $802,120 | +84.9% | 11,026 | +83.5% | 0.02% | +56.2% |
| Q1 2024 | $433,789 | -6.3% | 6,009 | -14.0% | 0.02% | -15.8% |
| Q4 2023 | $462,764 | +23.4% | 6,989 | +12.8% | 0.02% | 0.0% |
| Q3 2023 | $374,963 | -2.3% | 6,198 | +2.7% | 0.02% | 0.0% |
| Q2 2023 | $383,911 | +6.0% | 6,036 | +2.0% | 0.02% | 0.0% |
| Q1 2023 | $362,136 | -6.1% | 5,916 | -4.9% | 0.02% | -26.9% |
| Q4 2022 | $385,463 | +1.4% | 6,222 | +0.2% | 0.03% | -10.3% |
| Q3 2022 | $380,000 | +2.4% | 6,207 | -1.0% | 0.03% | -3.3% |
| Q2 2022 | $371,000 | -5.1% | 6,271 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $391,000 | +149.0% | 6,271 | +376.2% | 0.03% | +93.8% |
| Q3 2021 | $157,000 | -0.6% | 1,317 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $158,000 | +7.5% | 1,317 | +2.5% | 0.02% | -5.9% |
| Q1 2021 | $147,000 | +6.5% | 1,285 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $138,000 | +318.2% | 1,285 | +283.6% | 0.02% | +240.0% |
| Q3 2020 | $33,000 | +6.5% | 335 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | -78.8% | 335 | -81.4% | 0.01% | -82.1% |
| Q1 2020 | $146,000 | +317.1% | 1,805 | +438.8% | 0.03% | +460.0% |
| Q4 2019 | $35,000 | +6.1% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 335 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $32,000 | 0.0% | 335 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $32,000 | +14.3% | 335 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $28,000 | -12.5% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 335 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $30,000 | 0.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $30,000 | -3.2% | 335 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $31,000 | +6.9% | 335 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $29,000 | – | 335 | – | 0.01% | – |
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% |