WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,102 | +9.8% | 6,224 | +13.5% | 0.00% | 0.0% |
| Q2 2023 | $348,759 | +19.2% | 5,484 | +15.9% | 0.00% | +33.3% |
| Q1 2023 | $292,588 | +16.0% | 4,731 | +16.2% | 0.00% | 0.0% |
| Q4 2022 | $252,328 | +24.9% | 4,073 | +11.3% | 0.00% | +50.0% |
| Q3 2022 | $202,000 | -36.5% | 3,660 | -24.0% | 0.00% | -33.3% |
| Q1 2022 | $318,000 | -3.0% | 4,818 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $328,000 | +13.5% | 4,945 | +104.5% | 0.00% | 0.0% |
| Q3 2021 | $289,000 | -0.7% | 2,418 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $291,000 | +42.6% | 2,424 | +28.3% | 0.00% | +50.0% |
| Q4 2020 | $204,000 | -1.4% | 1,890 | -11.2% | 0.00% | -33.3% |
| Q3 2020 | $207,000 | +1378.6% | 2,129 | +1319.3% | 0.00% | – |
| Q2 2020 | $14,000 | -94.1% | 150 | -94.9% | 0.00% | -100.0% |
| Q1 2020 | $239,000 | +1393.8% | 2,958 | +1872.0% | 0.00% | – |
| Q4 2019 | $16,000 | +60.0% | 150 | +42.9% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 105 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 105 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | +11.1% | 105 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q1 2018 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | – |
| Q4 2016 | $8,000 | – | 105 | – | 0.00% | – |
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% |