WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 260 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 537,629 | $35,505,000 | 10.22% |
| ShoreHaven Wealth Partners, LLC | 222,384 | $14,686,000 | 7.28% |
| IAG Wealth Partners, LLC | 306,042 | $20,211,000 | 6.48% |
| Meridian Financial Partners LLC | 147,416 | $9,557,000 | 6.47% |
| FIDELIS iM, LLC | 135,546 | $8,952,000 | 5.11% |
| WADE G W & INC | 1,386,365 | $91,556,000 | 3.97% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 46,603 | $3,078,000 | 2.78% |
| Traverso Chambers Private Wealth Management, LLC | 136,520 | $9,016,000 | 2.67% |
| MOLLER WEALTH PARTNERS | 107,989 | $7,132,000 | 2.28% |
| Key FInancial Inc | 68,716 | $4,538,000 | 2.27% |