WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 246 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 23.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $34,338 | +0.8% | 472 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $34,074 | +8.8% | 472 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $31,331 | +8.0% | 472 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $29,023 | -3.3% | 472 | 0.0% | 0.00% | -25.0% |
Q2 2023 | $30,019 | +2.8% | 472 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $29,198 | -0.1% | 472 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $29,240 | +12.5% | 472 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $26,000 | -7.1% | 472 | 0.0% | 0.00% | -20.0% |
Q2 2022 | $28,000 | -9.7% | 472 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $31,000 | 0.0% | 472 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $31,000 | +10.7% | 472 | +100.0% | 0.01% | 0.0% |
Q3 2021 | $28,000 | 0.0% | 236 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $28,000 | +3.7% | 236 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $27,000 | -6.9% | 236 | -11.3% | 0.01% | -16.7% |
Q4 2020 | $29,000 | +11.5% | 266 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $26,000 | +4.0% | 266 | 0.0% | 0.01% | -25.0% |
Q2 2020 | $25,000 | +13.6% | 266 | 0.0% | 0.01% | -27.3% |
Q1 2020 | $22,000 | -21.4% | 266 | 0.0% | 0.01% | -15.4% |
Q4 2019 | $28,000 | +7.7% | 266 | 0.0% | 0.01% | -7.1% |
Q3 2019 | $26,000 | 0.0% | 266 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $26,000 | +4.0% | 266 | 0.0% | 0.01% | -6.7% |
Q1 2019 | $25,000 | +13.6% | 266 | 0.0% | 0.02% | -6.2% |
Q4 2018 | $22,000 | -12.0% | 266 | 0.0% | 0.02% | +14.3% |
Q3 2018 | $25,000 | +4.2% | 266 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $24,000 | 0.0% | 266 | 0.0% | 0.01% | -6.7% |
Q1 2018 | $24,000 | -4.0% | 266 | 0.0% | 0.02% | -11.8% |
Q4 2017 | $25,000 | -3.8% | 266 | -9.8% | 0.02% | +13.3% |
Q3 2017 | $26,000 | +4.0% | 295 | 0.0% | 0.02% | -6.2% |
Q2 2017 | $25,000 | -32.4% | 295 | -33.6% | 0.02% | -40.7% |
Q1 2017 | $37,000 | +5.7% | 444 | 0.0% | 0.03% | -6.9% |
Q4 2016 | $35,000 | – | 444 | – | 0.03% | – |
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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% |