WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 227 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,364 | -3.3% | 3,600 | 0.0% | 0.11% | -2.8% |
| Q2 2023 | $228,960 | +2.8% | 3,600 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $222,696 | -0.1% | 3,600 | 0.0% | 0.11% | +1.9% |
| Q4 2022 | $223,020 | +4.7% | 3,600 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $213,000 | -10.1% | 3,600 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $237,000 | -0.4% | 3,600 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $238,000 | +10.7% | 3,600 | +100.0% | 0.11% | +3.8% |
| Q3 2021 | $215,000 | -0.9% | 1,800 | 0.0% | 0.10% | +11.7% |
| Q2 2021 | $217,000 | +5.3% | 1,800 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $206,000 | +6.2% | 1,800 | 0.0% | 0.10% | -3.0% |
| Q4 2020 | $194,000 | +10.9% | 1,800 | 0.0% | 0.10% | -9.1% |
| Q3 2020 | $175,000 | +4.8% | 1,800 | 0.0% | 0.11% | +3.8% |
| Q2 2020 | $167,000 | +14.4% | 1,800 | 0.0% | 0.11% | +2.9% |
| Q1 2020 | $146,000 | -23.6% | 1,800 | 0.0% | 0.10% | -20.8% |
| Q4 2019 | $191,000 | – | 1,800 | – | 0.13% | – |
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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% |