WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 216 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,825 | -1.2% | 16,487 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $1,025,995 | +2.8% | 16,132 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $998,359 | -3.9% | 16,139 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $1,039,026 | +21.5% | 16,772 | +8.3% | 0.00% | 0.0% |
| Q3 2022 | $855,000 | -6.6% | 15,488 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $915,000 | -11.2% | 15,488 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $1,030,000 | -0.5% | 15,672 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,035,000 | +10.8% | 15,673 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $934,000 | -3.0% | 7,836 | -2.1% | 0.00% | 0.0% |
| Q2 2021 | $963,000 | +7.1% | 8,003 | +2.1% | 0.00% | 0.0% |
| Q1 2021 | $899,000 | +9.8% | 7,836 | +2.8% | 0.00% | 0.0% |
| Q4 2020 | $819,000 | +10.7% | 7,623 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $740,000 | +4.5% | 7,623 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $708,000 | +14.7% | 7,623 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $617,000 | -23.5% | 7,623 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $807,000 | +6.7% | 7,623 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $756,000 | +2.2% | 7,623 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $740,000 | +12.1% | 7,633 | +9.0% | 0.00% | 0.0% |
| Q1 2019 | $660,000 | +11.5% | 7,001 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $592,000 | -9.6% | 7,001 | +1.9% | 0.00% | 0.0% |
| Q3 2018 | $655,000 | +6.3% | 6,871 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $616,000 | -5.2% | 6,871 | -6.4% | 0.00% | 0.0% |
| Q1 2018 | $650,000 | -2.8% | 7,344 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $669,000 | +5.0% | 7,270 | -0.9% | 0.00% | 0.0% |
| Q3 2017 | $637,000 | +4.8% | 7,336 | +1.4% | 0.00% | 0.0% |
| Q2 2017 | $608,000 | +1.3% | 7,233 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $600,000 | +2.2% | 7,233 | -1.5% | 0.00% | 0.0% |
| Q4 2016 | $587,000 | +4.8% | 7,342 | +0.9% | 0.00% | 0.0% |
| Q3 2016 | $560,000 | +3.3% | 7,277 | +1.7% | 0.00% | 0.0% |
| Q2 2016 | $542,000 | +14.6% | 7,152 | +10.8% | 0.00% | 0.0% |
| Q1 2016 | $473,000 | +3.1% | 6,452 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $459,000 | +5.8% | 6,452 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $434,000 | -7.1% | 6,452 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $467,000 | -2.3% | 6,452 | -1.0% | 0.00% | 0.0% |
| Q1 2015 | $478,000 | -2.6% | 6,519 | -1.5% | 0.00% | 0.0% |
| Q4 2014 | $491,000 | +4.2% | 6,615 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $471,000 | -11.0% | 6,615 | -11.4% | 0.00% | 0.0% |
| Q2 2014 | $529,000 | +4.8% | 7,465 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $505,000 | -12.6% | 7,465 | -14.0% | 0.00% | 0.0% |
| Q4 2013 | $578,000 | +16.8% | 8,679 | +7.4% | 0.00% | 0.0% |
| Q3 2013 | $495,000 | +2.5% | 8,079 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $483,000 | – | 8,079 | – | 0.00% | – |
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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% |