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 | $2,206 | +4.7% | 35,877 | +8.3% | 0.01% | 0.0% |
| Q2 2023 | $2,106 | +1.2% | 33,115 | -1.6% | 0.01% | -20.0% |
| Q1 2023 | $2,081 | +2.5% | 33,641 | +2.6% | 0.02% | +15.4% |
| Q4 2022 | $2,031 | -99.9% | 32,792 | -10.9% | 0.01% | -13.3% |
| Q3 2022 | $2,034,000 | -47.6% | 36,814 | -44.0% | 0.02% | -50.0% |
| Q2 2022 | $3,883,000 | +28.3% | 65,706 | +42.7% | 0.03% | +42.9% |
| Q1 2022 | $3,026,000 | +28.3% | 46,050 | +29.0% | 0.02% | +23.5% |
| Q4 2021 | $2,358,000 | +23.4% | 35,711 | +122.9% | 0.02% | +13.3% |
| Q3 2021 | $1,911,000 | -3.6% | 16,023 | -2.7% | 0.02% | -11.8% |
| Q2 2021 | $1,982,000 | +66.0% | 16,474 | +58.3% | 0.02% | +54.5% |
| Q1 2021 | $1,194,000 | +18.9% | 10,410 | +11.4% | 0.01% | 0.0% |
| Q4 2020 | $1,004,000 | +10.8% | 9,341 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $906,000 | +31.7% | 9,335 | +26.0% | 0.01% | +22.2% |
| Q2 2020 | $688,000 | +22.4% | 7,409 | +6.8% | 0.01% | -10.0% |
| Q1 2020 | $562,000 | -22.4% | 6,940 | +1.6% | 0.01% | 0.0% |
| Q4 2019 | $724,000 | +6.9% | 6,832 | +0.0% | 0.01% | -9.1% |
| Q3 2019 | $677,000 | -10.1% | 6,830 | -12.2% | 0.01% | 0.0% |
| Q2 2019 | $753,000 | +0.4% | 7,775 | -2.4% | 0.01% | -8.3% |
| Q1 2019 | $750,000 | +11.1% | 7,965 | -0.4% | 0.01% | 0.0% |
| Q4 2018 | $675,000 | -39.3% | 7,998 | -31.4% | 0.01% | -36.8% |
| Q3 2018 | $1,112,000 | +30.7% | 11,659 | +22.9% | 0.02% | 0.0% |
| Q2 2018 | $851,000 | +12.6% | 9,486 | +11.0% | 0.02% | +18.8% |
| Q1 2018 | $756,000 | +9.6% | 8,545 | +14.2% | 0.02% | +23.1% |
| Q4 2017 | $690,000 | +9.7% | 7,485 | +3.4% | 0.01% | 0.0% |
| Q3 2017 | $629,000 | +6.6% | 7,238 | +3.1% | 0.01% | +18.2% |
| Q2 2017 | $590,000 | – | 7,018 | – | 0.01% | – |
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% |