WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - 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% | – |
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% |