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 | $2,714,457 | +1.5% | 44,145 | +4.9% | 0.28% | -17.3% |
Q2 2023 | $2,675,616 | +2.0% | 42,069 | -0.8% | 0.34% | -22.9% |
Q1 2023 | $2,624,415 | +2.8% | 42,425 | +3.0% | 0.44% | -6.6% |
Q4 2022 | $2,552,796 | +13.3% | 41,207 | +1.0% | 0.47% | -15.1% |
Q3 2022 | $2,254,000 | -1.7% | 40,790 | +5.1% | 0.55% | +8.9% |
Q2 2022 | $2,294,000 | +1.2% | 38,810 | +12.6% | 0.50% | +8.1% |
Q1 2022 | $2,266,000 | -0.9% | 34,476 | -0.4% | 0.47% | -4.1% |
Q4 2021 | $2,286,000 | -11.1% | 34,610 | +60.7% | 0.49% | -25.6% |
Q3 2021 | $2,570,000 | +9.7% | 21,542 | +10.6% | 0.66% | +2.5% |
Q2 2021 | $2,343,000 | +7.7% | 19,469 | +2.6% | 0.64% | -34.2% |
Q1 2021 | $2,176,000 | +12.9% | 18,977 | +5.8% | 0.97% | +3.3% |
Q4 2020 | $1,927,000 | – | 17,929 | – | 0.94% | – |
Download |
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% |