WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 242 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38 | -5.0% | 622 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $40 | +5.3% | 622 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $38 | -2.6% | 622 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $39 | -99.9% | 622 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $34,000 | -49.3% | 622 | -45.5% | 0.02% | -44.8% |
| Q2 2022 | $67,000 | -10.7% | 1,142 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $75,000 | 0.0% | 1,142 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $75,000 | +10.3% | 1,142 | +100.0% | 0.03% | -3.7% |
| Q3 2021 | $68,000 | -1.4% | 571 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $69,000 | +15.0% | 571 | +9.6% | 0.03% | -9.7% |
| Q1 2021 | $60,000 | +7.1% | 521 | 0.0% | 0.03% | +3.3% |
| Q4 2020 | $56,000 | +9.8% | 521 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $51,000 | +6.2% | 521 | 0.0% | 0.03% | -6.2% |
| Q2 2020 | $48,000 | +128.6% | 521 | +96.6% | 0.03% | +68.4% |
| Q1 2020 | $21,000 | -25.0% | 265 | 0.0% | 0.02% | -9.5% |
| Q4 2019 | $28,000 | +7.7% | 265 | +1.5% | 0.02% | +5.0% |
| Q3 2019 | $26,000 | +4.0% | 261 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 261 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $25,000 | – | 261 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |