WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 209 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,040 | -3.3% | 3,302 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $210,007 | -22.1% | 3,302 | -24.1% | 0.09% | -32.6% |
| Q4 2022 | $269,606 | +12.3% | 4,352 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $240,000 | -6.6% | 4,352 | 0.0% | 0.14% | -4.2% |
| Q2 2022 | $257,000 | +1.6% | 4,352 | +13.0% | 0.14% | +17.1% |
| Q1 2022 | $253,000 | -0.4% | 3,852 | 0.0% | 0.12% | +0.8% |
| Q4 2021 | $254,000 | +96.9% | 3,852 | +190.5% | 0.12% | +64.9% |
| Q3 2020 | $129,000 | +4.9% | 1,326 | 0.0% | 0.07% | +2.8% |
| Q2 2020 | $123,000 | -13.4% | 1,326 | -24.4% | 0.07% | -22.6% |
| Q1 2020 | $142,000 | -13.4% | 1,754 | +5.7% | 0.09% | +5.7% |
| Q4 2019 | $164,000 | 0.0% | 1,659 | 0.0% | 0.09% | +1.1% |
| Q3 2019 | $164,000 | +1.9% | 1,659 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $161,000 | +1.9% | 1,659 | 0.0% | 0.09% | +95.6% |
| Q1 2019 | $158,000 | – | 1,659 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |