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 | $89,348,890 | -1.5% | 1,452,682 | +1.8% | 0.03% | +3.6% |
| Q2 2023 | $90,747,914 | +0.4% | 1,427,053 | -2.3% | 0.03% | -6.7% |
| Q1 2023 | $90,361,803 | -18.0% | 1,460,859 | -17.9% | 0.03% | -21.1% |
| Q4 2022 | $110,176,000 | +20.1% | 1,778,308 | +7.1% | 0.04% | +11.8% |
| Q3 2022 | $91,737,000 | -14.0% | 1,660,315 | -8.1% | 0.03% | -8.1% |
| Q2 2022 | $106,724,000 | +8.6% | 1,806,535 | +20.8% | 0.04% | +27.6% |
| Q1 2022 | $98,269,000 | +26.4% | 1,495,405 | +27.0% | 0.03% | +31.8% |
| Q4 2021 | $77,743,000 | +12.9% | 1,177,462 | +104.0% | 0.02% | 0.0% |
| Q3 2021 | $68,876,000 | +1.4% | 577,212 | +2.3% | 0.02% | +4.8% |
| Q2 2021 | $67,904,000 | +10.4% | 564,303 | +5.2% | 0.02% | +5.0% |
| Q1 2021 | $61,486,000 | +19.3% | 536,333 | +11.6% | 0.02% | +11.1% |
| Q4 2020 | $51,555,000 | +42.4% | 480,623 | +28.9% | 0.02% | +20.0% |
| Q3 2020 | $36,211,000 | +13.6% | 372,893 | +8.3% | 0.02% | +7.1% |
| Q2 2020 | $31,887,000 | +14.0% | 344,219 | -0.3% | 0.01% | -6.7% |
| Q1 2020 | $27,963,000 | -1.4% | 345,401 | +28.8% | 0.02% | +25.0% |
| Q4 2019 | $28,354,000 | +13.8% | 268,123 | +6.6% | 0.01% | +9.1% |
| Q3 2019 | $24,925,000 | +6.8% | 251,633 | +8.2% | 0.01% | +10.0% |
| Q2 2019 | $23,331,000 | +15.0% | 232,653 | +8.0% | 0.01% | +11.1% |
| Q1 2019 | $20,284,000 | +22.1% | 215,377 | +9.5% | 0.01% | +12.5% |
| Q4 2018 | $16,615,000 | -11.1% | 196,740 | +0.4% | 0.01% | +14.3% |
| Q3 2018 | $18,695,000 | +7.7% | 195,912 | +1.6% | 0.01% | -12.5% |
| Q2 2018 | $17,358,000 | +2.4% | 192,823 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $16,958,000 | +2.7% | 191,637 | +7.0% | 0.01% | 0.0% |
| Q4 2017 | $16,509,000 | +15.2% | 179,181 | +8.6% | 0.01% | +14.3% |
| Q3 2017 | $14,331,000 | +1494.1% | 165,022 | +1443.4% | 0.01% | – |
| Q2 2017 | $899,000 | +7.8% | 10,692 | +6.3% | 0.00% | – |
| Q1 2017 | $834,000 | -0.4% | 10,060 | -4.0% | 0.00% | – |
| Q4 2016 | $837,000 | +6.4% | 10,481 | +5.2% | 0.00% | – |
| Q3 2016 | $787,000 | +3.8% | 9,960 | -0.5% | 0.00% | – |
| Q2 2016 | $758,000 | -20.6% | 10,007 | -23.1% | 0.00% | -100.0% |
| Q1 2016 | $955,000 | -13.6% | 13,014 | -16.2% | 0.00% | 0.0% |
| Q4 2015 | $1,105,000 | +23.3% | 15,527 | +16.6% | 0.00% | 0.0% |
| Q3 2015 | $896,000 | -29.9% | 13,312 | -24.5% | 0.00% | 0.0% |
| Q2 2015 | $1,279,000 | +5.2% | 17,643 | +6.2% | 0.00% | 0.0% |
| Q1 2015 | $1,216,000 | -10.7% | 16,611 | -9.6% | 0.00% | 0.0% |
| Q4 2014 | $1,362,000 | +237.1% | 18,370 | +223.9% | 0.00% | – |
| Q3 2014 | $404,000 | +0.7% | 5,671 | +0.2% | 0.00% | – |
| Q2 2014 | $401,000 | +12.6% | 5,661 | +7.6% | 0.00% | – |
| Q1 2014 | $356,000 | -6.6% | 5,263 | -8.2% | 0.00% | – |
| Q4 2013 | $381,000 | +39.1% | 5,732 | +27.9% | 0.00% | – |
| Q3 2013 | $274,000 | +37.0% | 4,483 | +33.4% | 0.00% | – |
| Q2 2013 | $200,000 | – | 3,360 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |