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 | $893,059 | -2.7% | 14,524 | +0.6% | 0.12% | -0.8% |
| Q2 2023 | $918,290 | +4.7% | 14,439 | +1.8% | 0.12% | -5.6% |
| Q1 2023 | $877,439 | +1.7% | 14,184 | +1.9% | 0.13% | -11.3% |
| Q4 2022 | $862,704 | +12.8% | 13,926 | +0.6% | 0.14% | -3.4% |
| Q3 2022 | $765,000 | -3.5% | 13,840 | +3.1% | 0.15% | -0.7% |
| Q2 2022 | $793,000 | -9.6% | 13,426 | +0.6% | 0.15% | +5.7% |
| Q1 2022 | $877,000 | -0.1% | 13,346 | +0.4% | 0.14% | +2.9% |
| Q4 2021 | $878,000 | +12.7% | 13,296 | +103.6% | 0.14% | +2.3% |
| Q3 2021 | $779,000 | +2.1% | 6,531 | +2.9% | 0.13% | -1.5% |
| Q2 2021 | $763,000 | +4.1% | 6,344 | -0.8% | 0.14% | -5.6% |
| Q1 2021 | $733,000 | +9.9% | 6,394 | +2.2% | 0.14% | +1.4% |
| Q4 2020 | $667,000 | +15.4% | 6,259 | +5.1% | 0.14% | -2.1% |
| Q3 2020 | $578,000 | +5.1% | 5,956 | +0.5% | 0.14% | -5.9% |
| Q2 2020 | $550,000 | +15.3% | 5,924 | +0.5% | 0.15% | -1.3% |
| Q1 2020 | $477,000 | – | 5,896 | – | 0.16% | – |
Download | ||||||
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% |