WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 170 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $329,000 | -0.3% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $330,000 | +10.7% | 5,000 | +100.0% | 0.03% | +4.0% |
| Q3 2021 | $298,000 | -1.0% | 2,500 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $301,000 | +4.9% | 2,500 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $287,000 | +6.7% | 2,500 | 0.0% | 0.03% | +3.8% |
| Q4 2020 | $269,000 | +10.7% | 2,500 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $243,000 | +4.7% | 2,500 | 0.0% | 0.02% | -10.7% |
| Q2 2020 | $232,000 | +14.9% | 2,500 | 0.0% | 0.03% | -6.7% |
| Q1 2020 | $202,000 | -23.8% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $265,000 | +6.9% | 2,500 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $248,000 | +2.5% | 2,500 | 0.0% | 0.03% | +10.7% |
| Q2 2019 | $242,000 | +2.5% | 2,500 | 0.0% | 0.03% | +16.7% |
| Q1 2019 | $236,000 | +11.8% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $211,000 | -11.7% | 2,500 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $239,000 | +6.7% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $224,000 | +1.4% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $221,000 | -3.9% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $230,000 | +6.0% | 2,500 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $217,000 | +3.3% | 2,500 | 0.0% | 0.02% | -11.1% |
| Q2 2017 | $210,000 | +1.4% | 2,500 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $207,000 | -4.6% | 2,500 | -15.5% | 0.03% | -12.9% |
| Q1 2015 | $217,000 | -7.3% | 2,960 | -6.1% | 0.03% | -16.2% |
| Q4 2014 | $234,000 | -5.6% | 3,153 | -9.5% | 0.04% | -2.6% |
| Q3 2014 | $248,000 | -4.2% | 3,483 | -4.9% | 0.04% | -11.6% |
| Q2 2014 | $259,000 | – | 3,663 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 107,267 | $7,050,000 | 10.52% |
| Revolve Wealth Partners, LLC | 529,669 | $34,810,000 | 10.04% |
| IAG Wealth Partners, LLC | 325,432 | $21,387,000 | 6.73% |
| FIDELIS iM, LLC | 138,075 | $9,074,000 | 5.33% |
| TOBIAS FINANCIAL ADVISORS, INC. | 213,533 | $14,033,000 | 4.84% |
| WADE G W & INC | 1,405,526 | $92,371,000 | 3.96% |
| ShoreHaven Wealth Partners, LLC | 96,960 | $6,372,000 | 3.36% |
| Prestige Wealth Management Group LLC | 177,088 | $11,638,000 | 2.86% |
| Traverso Chambers Private Wealth Management, LLC | 137,691 | $9,049,000 | 2.70% |
| Virginia National Bank | 32,464 | $2,134,000 | 2.44% |