WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 219 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,764,619 | -7.8% | 44,961 | -4.6% | 0.01% | +175.0% |
Q2 2023 | $2,997,416 | +2.2% | 47,129 | -0.6% | 0.00% | -93.2% |
Q1 2023 | $2,932,532 | -0.3% | 47,405 | -0.1% | 0.06% | +59.5% |
Q4 2022 | $2,940,636 | +12.2% | 47,468 | +0.1% | 0.04% | +12.1% |
Q3 2022 | $2,621,000 | -8.1% | 47,433 | -1.7% | 0.03% | -5.7% |
Q2 2022 | $2,852,000 | -10.5% | 48,262 | -0.5% | 0.04% | +6.1% |
Q1 2022 | $3,187,000 | -2.5% | 48,491 | -2.1% | 0.03% | +3.1% |
Q4 2021 | $3,270,000 | +25.2% | 49,509 | +126.2% | 0.03% | -8.6% |
Q3 2021 | $2,611,000 | -13.6% | 21,890 | -12.8% | 0.04% | -18.6% |
Q2 2021 | $3,021,000 | +1.9% | 25,104 | -2.9% | 0.04% | -8.5% |
Q1 2021 | $2,966,000 | -10.7% | 25,865 | -16.2% | 0.05% | -13.0% |
Q4 2020 | $3,320,000 | +11.7% | 30,869 | +0.8% | 0.05% | -3.6% |
Q3 2020 | $2,972,000 | -19.0% | 30,626 | -22.5% | 0.06% | -30.0% |
Q2 2020 | $3,669,000 | – | 39,498 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |