WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 216 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.50 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 ↓ |
|---|---|---|---|
| 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% |