WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 356 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $281,397 | -18.1% | 3,868 | -18.7% | 0.00% | -33.3% |
| Q1 2024 | $343,624 | +520542.4% | 4,760 | +475900.0% | 0.00% | – |
| Q4 2023 | $66 | -99.3% | 1 | -99.4% | 0.00% | – |
| Q3 2023 | $9,653 | +14982.8% | 157 | +15600.0% | 0.00% | – |
| Q2 2023 | $64 | +3.2% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $62 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $62 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q4 2021 | $23,000 | +9.5% | 355 | +99.4% | 0.00% | – |
| Q3 2021 | $21,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | – | 178 | +17700.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q4 2020 | $17,000 | – | 160 | +15900.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q1 2016 | $17,000 | +183.3% | 234 | +175.3% | 0.00% | – |
| Q2 2015 | $6,000 | -64.7% | 85 | -63.7% | 0.00% | – |
| Q1 2015 | $17,000 | -22.7% | 234 | -42.4% | 0.00% | -100.0% |
| Q4 2012 | $22,000 | – | 406 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 547,373 | $32,350,000 | 10.62% |
| ShoreHaven Wealth Partners, LLC | 187,285 | $11,068,000 | 7.95% |
| IAG Wealth Partners, LLC | 339,423 | $20,060,000 | 6.56% |
| FIDELIS iM, LLC | 138,346 | $8,176,000 | 5.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 206,337 | $12,195,000 | 4.10% |
| Amplius Wealth Advisors, LLC | 424,887 | $25,110,000 | 4.06% |
| WADE G W & INC | 1,493,241 | $88,251,000 | 4.00% |
| Virginia National Bank | 32,464 | $1,919,000 | 3.00% |
| Prestige Wealth Management Group LLC | 184,097 | $10,880,000 | 2.95% |
| Traverso Chambers Private Wealth Management, LLC | 137,377 | $8,119,000 | 2.72% |