WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 189 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,179 | -3.3% | 7,744 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $492,518 | +2.8% | 7,744 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $479,044 | -17.0% | 7,744 | -21.0% | 0.00% | +100.0% |
| Q4 2022 | $577,424 | +48.8% | 9,806 | +39.5% | 0.00% | -50.0% |
| Q3 2022 | $388,000 | -3.7% | 7,028 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $403,000 | -10.0% | 6,814 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $448,000 | -0.4% | 6,814 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $450,000 | +123.9% | 6,814 | +303.9% | 0.00% | +100.0% |
| Q3 2021 | $201,000 | -12.2% | 1,687 | -11.2% | 0.00% | 0.0% |
| Q2 2021 | $229,000 | -8.0% | 1,899 | -12.4% | 0.00% | 0.0% |
| Q1 2021 | $249,000 | -89.8% | 2,169 | -90.5% | 0.00% | -90.9% |
| Q4 2020 | $2,443,000 | +11.5% | 22,724 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $2,192,000 | +5.1% | 22,588 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $2,085,000 | +16.4% | 22,449 | +1.4% | 0.01% | 0.0% |
| Q1 2020 | $1,791,000 | -13.7% | 22,131 | +5.6% | 0.01% | +10.0% |
| Q3 2019 | $2,076,000 | +1.0% | 20,948 | -1.2% | 0.01% | -9.1% |
| Q2 2019 | $2,055,000 | +6.9% | 21,200 | +3.9% | 0.01% | +10.0% |
| Q1 2019 | $1,922,000 | +14.0% | 20,398 | +2.2% | 0.01% | 0.0% |
| Q4 2018 | $1,686,000 | -10.8% | 19,955 | +0.7% | 0.01% | +11.1% |
| Q3 2018 | $1,891,000 | +15.8% | 19,824 | +8.9% | 0.01% | 0.0% |
| Q2 2018 | $1,633,000 | +1.4% | 18,197 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,610,000 | -3.9% | 18,197 | -0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,676,000 | +6.1% | 18,198 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,580,000 | +2.9% | 18,198 | -0.3% | 0.01% | 0.0% |
| Q2 2017 | $1,535,000 | +4.1% | 18,254 | +2.6% | 0.01% | 0.0% |
| Q1 2017 | $1,475,000 | +10.7% | 17,785 | +6.7% | 0.01% | +12.5% |
| Q4 2016 | $1,332,000 | +3.7% | 16,674 | -0.0% | 0.01% | 0.0% |
| Q3 2016 | $1,284,000 | +1.6% | 16,677 | 0.0% | 0.01% | -11.1% |
| Q2 2016 | $1,264,000 | +3.3% | 16,677 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $1,224,000 | +1.4% | 16,677 | -1.7% | 0.01% | 0.0% |
| Q4 2015 | $1,207,000 | -19.5% | 16,968 | -23.9% | 0.01% | -20.0% |
| Q3 2015 | $1,500,000 | -9.1% | 22,287 | -2.1% | 0.01% | 0.0% |
| Q2 2015 | $1,650,000 | +19.2% | 22,756 | +20.6% | 0.01% | +11.1% |
| Q1 2015 | $1,384,000 | +8.9% | 18,875 | +10.1% | 0.01% | +12.5% |
| Q4 2014 | $1,271,000 | +5.0% | 17,144 | +0.8% | 0.01% | 0.0% |
| Q3 2014 | $1,211,000 | – | 17,013 | – | 0.01% | – |
Download | ||||||
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% |