WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 256 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,558,591 | -4.6% | 35,170 | -5.3% | 0.20% | -7.7% |
| Q1 2024 | $2,681,992 | +10.5% | 37,152 | +1.6% | 0.22% | -12.0% |
| Q4 2023 | $2,427,420 | +6.4% | 36,569 | -1.5% | 0.25% | -4.2% |
| Q3 2023 | $2,281,768 | -8.9% | 37,108 | -5.8% | 0.26% | -7.7% |
| Q2 2023 | $2,504,762 | +3.4% | 39,383 | +0.6% | 0.28% | -2.4% |
| Q1 2023 | $2,421,628 | +4.0% | 39,147 | +4.2% | 0.29% | -5.2% |
| Q4 2022 | $2,328,269 | +4.5% | 37,583 | -6.7% | 0.31% | -6.1% |
| Q3 2022 | $2,227,000 | -6.3% | 40,301 | +0.3% | 0.33% | -5.8% |
| Q2 2022 | $2,376,000 | -20.3% | 40,199 | -11.4% | 0.35% | -8.4% |
| Q1 2022 | $2,982,000 | -7.7% | 45,371 | -7.2% | 0.38% | -11.4% |
| Q4 2021 | $3,230,000 | +7.7% | 48,908 | +94.5% | 0.43% | -20.9% |
| Q3 2021 | $3,000,000 | +0.0% | 25,145 | +0.9% | 0.54% | -0.2% |
| Q2 2021 | $2,999,000 | -7.0% | 24,922 | -11.3% | 0.54% | -22.8% |
| Q1 2021 | $3,223,000 | +13.8% | 28,106 | +6.7% | 0.70% | +42.1% |
| Q4 2020 | $2,831,000 | – | 26,337 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 68,571 | $8,104,000 | 6.10% |
| ShoreHaven Wealth Partners, LLC | 94,710 | $10,861,000 | 5.88% |
| IAG Wealth Partners, LLC | 130,910 | $15,013,000 | 5.72% |
| WADE G W & INC | 730,490 | $83,773,000 | 4.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 83,038 | $9,523,000 | 4.04% |
| Traverso Chambers Private Wealth Management, LLC | 67,250 | $7,712,000 | 2.60% |
| Key FInancial Inc | 32,994 | $3,784,000 | 2.49% |
| MOLLER WEALTH PARTNERS | 56,011 | $6,423,000 | 2.24% |
| Graves Light Lenhart Wealth, Inc. | 105,031 | $12,045,000 | 2.06% |
| LAKE STREET PRIVATE WEALTH, LLC | 55,490 | $6,364,000 | 1.76% |