WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,173,233 | -5.7% | 19,080 | -2.5% | 0.48% | -2.6% |
Q2 2023 | $1,244,457 | +2.0% | 19,567 | -0.7% | 0.50% | +2.3% |
Q1 2023 | $1,219,487 | +2.1% | 19,714 | +2.2% | 0.49% | -2.6% |
Q4 2022 | $1,194,485 | +5.5% | 19,281 | +0.7% | 0.50% | +3.3% |
Q3 2022 | $1,132,000 | 0.0% | 19,154 | 0.0% | 0.48% | 0.0% |
Q2 2022 | $1,132,000 | -10.6% | 19,154 | -0.6% | 0.48% | +2.1% |
Q1 2022 | $1,266,000 | -2.0% | 19,268 | -1.5% | 0.47% | -1.9% |
Q4 2021 | $1,292,000 | +7.7% | 19,559 | +94.4% | 0.48% | +7.6% |
Q3 2021 | $1,200,000 | -5.2% | 10,060 | -4.4% | 0.45% | -2.8% |
Q2 2021 | $1,266,000 | +8.6% | 10,523 | +3.5% | 0.46% | -2.9% |
Q1 2021 | $1,166,000 | +6.8% | 10,166 | +0.1% | 0.48% | -0.6% |
Q4 2020 | $1,092,000 | +10.9% | 10,159 | +0.1% | 0.48% | -5.3% |
Q3 2020 | $985,000 | +4.6% | 10,149 | +0.1% | 0.50% | -5.4% |
Q2 2020 | $942,000 | +14.2% | 10,141 | -0.5% | 0.53% | -6.8% |
Q1 2020 | $825,000 | -23.0% | 10,196 | +0.9% | 0.57% | -17.3% |
Q4 2019 | $1,071,000 | +6.4% | 10,109 | -0.6% | 0.69% | -4.4% |
Q3 2019 | $1,007,000 | +20.7% | 10,169 | +3.0% | 0.72% | -4.7% |
Q2 2019 | $834,000 | -15.0% | 9,873 | -4.6% | 0.76% | +22.0% |
Q1 2019 | $981,000 | +17.6% | 10,344 | +4.8% | 0.62% | -1.6% |
Q4 2018 | $834,000 | – | 9,873 | – | 0.63% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |