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 | $61,244 | -3.3% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,346 | +2.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,613 | -0.1% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $61,702 | +12.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | -6.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -9.2% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $65,000 | -1.5% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $66,000 | +11.9% | 996 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $59,000 | -1.7% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $60,000 | +5.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +12.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +4.3% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,000 | +15.0% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -24.5% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | +8.2% | 498 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -14.0% | 498 | -15.3% | 0.00% | -50.0% |
| Q2 2019 | $57,000 | +1.8% | 588 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $56,000 | – | 598 | – | 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% |