WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 219 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $462,405 | -3.3% | 7,520 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $478,272 | +2.8% | 7,520 | 0.0% | 0.06% | -3.2% |
Q1 2023 | $465,187 | -0.1% | 7,520 | 0.0% | 0.06% | -4.6% |
Q4 2022 | $465,864 | +12.0% | 7,520 | 0.0% | 0.06% | -3.0% |
Q3 2022 | $416,000 | -6.3% | 7,520 | 0.0% | 0.07% | -2.9% |
Q2 2022 | $444,000 | -10.1% | 7,520 | 0.0% | 0.07% | 0.0% |
Q1 2022 | $494,000 | -0.6% | 7,520 | 0.0% | 0.07% | -1.4% |
Q4 2021 | $497,000 | +9.0% | 7,520 | +96.9% | 0.07% | -1.4% |
Q3 2021 | $456,000 | -0.9% | 3,820 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $460,000 | +5.0% | 3,820 | 0.0% | 0.07% | +1.4% |
Q1 2021 | $438,000 | +6.6% | 3,820 | 0.0% | 0.07% | -2.7% |
Q4 2020 | $411,000 | +10.8% | 3,820 | 0.0% | 0.07% | +4.3% |
Q3 2020 | $371,000 | +4.5% | 3,820 | 0.0% | 0.07% | -2.8% |
Q2 2020 | $355,000 | – | 3,820 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |