Global Retirement Partners, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
6,2710.0%0.03%
-3.2%
Q1 2022$391,000
+149.0%
6,271
+376.2%
0.03%
+93.8%
Q3 2021$157,000
-0.6%
1,3170.0%0.02%0.0%
Q2 2021$158,000
+7.5%
1,317
+2.5%
0.02%
-5.9%
Q1 2021$147,000
+6.5%
1,2850.0%0.02%0.0%
Q4 2020$138,000
+318.2%
1,285
+283.6%
0.02%
+240.0%
Q3 2020$33,000
+6.5%
3350.0%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%
3350.0%0.01%0.0%
Q3 2019$33,000
+3.1%
3350.0%0.01%
-16.7%
Q2 2019$32,0000.0%3350.0%0.01%
-25.0%
Q1 2019$32,000
+14.3%
3350.0%0.01%
+14.3%
Q4 2018$28,000
-12.5%
3350.0%0.01%0.0%
Q3 2018$32,000
+6.7%
3350.0%0.01%
-12.5%
Q2 2018$30,0000.0%3350.0%0.01%0.0%
Q1 2018$30,000
-3.2%
3350.0%0.01%
-11.1%
Q4 2017$31,000
+6.9%
3350.0%0.01%
-25.0%
Q3 2017$29,000–335–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders