WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 238 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 9.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,443 | -71.8% | 56 | -70.8% | 0.00% | – |
Q2 2023 | $12,211 | -83.6% | 192 | -84.1% | 0.00% | – |
Q1 2023 | $74,603 | -0.1% | 1,206 | 0.0% | 0.00% | – |
Q4 2022 | $74,712 | +11.5% | 1,206 | 0.0% | 0.00% | – |
Q3 2022 | $67,000 | +2133.3% | 1,206 | +2053.6% | 0.00% | – |
Q2 2022 | $3,000 | -40.0% | 56 | +30.2% | 0.00% | – |
Q2 2021 | $5,000 | +25.0% | 43 | +13.2% | 0.00% | – |
Q3 2020 | $4,000 | -92.0% | 38 | -92.9% | 0.00% | – |
Q2 2020 | $50,000 | +13.6% | 538 | 0.0% | 0.00% | – |
Q1 2020 | $44,000 | -40.5% | 538 | -22.9% | 0.00% | – |
Q4 2019 | $74,000 | +39.6% | 698 | +29.7% | 0.00% | – |
Q3 2019 | $53,000 | +1.9% | 538 | 0.0% | 0.00% | – |
Q2 2019 | $52,000 | -13.3% | 538 | -16.2% | 0.00% | – |
Q1 2019 | $60,000 | +42.9% | 642 | +28.4% | 0.00% | – |
Q4 2018 | $42,000 | -12.5% | 500 | 0.0% | 0.00% | – |
Q3 2018 | $48,000 | +6.7% | 500 | 0.0% | 0.00% | – |
Q2 2018 | $45,000 | +2.3% | 500 | 0.0% | 0.00% | – |
Q1 2018 | $44,000 | -4.3% | 500 | 0.0% | 0.00% | – |
Q4 2017 | $46,000 | +7.0% | 500 | 0.0% | 0.00% | – |
Q3 2017 | $43,000 | +2.4% | 500 | 0.0% | 0.00% | – |
Q2 2017 | $42,000 | +2.4% | 500 | 0.0% | 0.00% | – |
Q1 2017 | $41,000 | +2.5% | 500 | 0.0% | 0.00% | – |
Q4 2016 | $40,000 | +5.3% | 500 | 0.0% | 0.00% | – |
Q3 2016 | $38,000 | 0.0% | 500 | 0.0% | 0.00% | – |
Q2 2016 | $38,000 | -5.0% | 500 | -9.1% | 0.00% | – |
Q1 2016 | $40,000 | -44.4% | 550 | -45.7% | 0.00% | -100.0% |
Q4 2015 | $72,000 | +414.3% | 1,012 | +416.3% | 0.00% | – |
Q2 2015 | $14,000 | – | 196 | – | 0.00% | – |
Download |
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% |