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 | $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% | – |
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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% |