WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $754,276 | -5.2% | 13,650 | +1.4% | 0.03% | -3.0% |
| Q2 2022 | $795,292 | -9.8% | 13,457 | +0.3% | 0.03% | +10.0% |
| Q1 2022 | $881,375 | +0.7% | 13,411 | +1.2% | 0.03% | 0.0% |
| Q4 2021 | $875,356 | +4.5% | 13,255 | +88.7% | 0.03% | -3.2% |
| Q3 2021 | $837,955 | +4.9% | 7,025 | +5.8% | 0.03% | 0.0% |
| Q2 2021 | $798,679 | +35.6% | 6,638 | +29.3% | 0.03% | +19.2% |
| Q1 2021 | $588,934 | +9.1% | 5,135 | +2.2% | 0.03% | -7.1% |
| Q4 2020 | $539,934 | -26.9% | 5,023 | -34.0% | 0.03% | -34.9% |
| Q3 2020 | $738,397 | +19.9% | 7,609 | +14.7% | 0.04% | +7.5% |
| Q2 2020 | $616,060 | +19.7% | 6,633 | +4.3% | 0.04% | -7.0% |
| Q1 2020 | $514,571 | -16.4% | 6,357 | +9.4% | 0.04% | -2.3% |
| Q4 2019 | $615,479 | +13.6% | 5,810 | +6.3% | 0.04% | 0.0% |
| Q3 2019 | $541,589 | +6.3% | 5,467 | +4.0% | 0.04% | +2.3% |
| Q2 2019 | $509,628 | -8.4% | 5,259 | -11.0% | 0.04% | -17.3% |
| Q1 2019 | $556,471 | +11.6% | 5,906 | +0.0% | 0.05% | -16.1% |
| Q4 2018 | $498,715 | -11.7% | 5,905 | -0.3% | 0.06% | -4.6% |
| Q3 2018 | $564,932 | +5.9% | 5,921 | -0.4% | 0.06% | -11.0% |
| Q2 2018 | $533,588 | +14.5% | 5,945 | +12.9% | 0.07% | +5.8% |
| Q1 2018 | $465,821 | -3.9% | 5,264 | +0.0% | 0.07% | -10.4% |
| Q4 2017 | $484,743 | – | 5,262 | – | 0.08% | – |
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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% |