WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 203 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,238,660 | -8.6% | 280,349 | -5.5% | 0.00% | -25.0% |
| Q2 2023 | $18,867,258 | +14.8% | 296,655 | +11.6% | 0.00% | 0.0% |
| Q1 2023 | $16,437,501 | +5.6% | 265,721 | +5.8% | 0.00% | +33.3% |
| Q4 2022 | $15,565,061 | -11.4% | 251,252 | -21.0% | 0.00% | -25.0% |
| Q3 2022 | $17,572,000 | +18.3% | 317,989 | +26.6% | 0.00% | +33.3% |
| Q2 2022 | $14,849,000 | -26.6% | 251,250 | -18.4% | 0.00% | -25.0% |
| Q1 2022 | $20,241,000 | +2.7% | 307,987 | +3.2% | 0.00% | 0.0% |
| Q4 2021 | $19,701,000 | +31.0% | 298,322 | +136.6% | 0.00% | +33.3% |
| Q3 2021 | $15,039,000 | -0.8% | 126,074 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,164,000 | -5.6% | 126,029 | -10.0% | 0.00% | -25.0% |
| Q1 2021 | $16,068,000 | -2.5% | 140,108 | -8.6% | 0.00% | 0.0% |
| Q4 2020 | $16,487,000 | -3.3% | 153,363 | -12.7% | 0.00% | -20.0% |
| Q3 2020 | $17,047,000 | -9.8% | 175,668 | -13.7% | 0.01% | -16.7% |
| Q2 2020 | $18,906,000 | +9.7% | 203,548 | -4.4% | 0.01% | 0.0% |
| Q1 2020 | $17,229,000 | -34.8% | 212,863 | -14.7% | 0.01% | -14.3% |
| Q4 2019 | $26,431,000 | +7.1% | 249,516 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $24,689,000 | +5.1% | 249,206 | +2.8% | 0.01% | 0.0% |
| Q2 2019 | $23,485,000 | -15.9% | 242,362 | -18.2% | 0.01% | -12.5% |
| Q1 2019 | $27,913,000 | +47.6% | 296,252 | +32.3% | 0.01% | +33.3% |
| Q4 2018 | $18,910,000 | -5.3% | 223,917 | +7.0% | 0.01% | +20.0% |
| Q3 2018 | $19,962,000 | -7.0% | 209,227 | -12.5% | 0.01% | -16.7% |
| Q2 2018 | $21,473,000 | -1.7% | 239,251 | -3.1% | 0.01% | 0.0% |
| Q1 2018 | $21,843,000 | -18.7% | 246,846 | -15.4% | 0.01% | 0.0% |
| Q4 2017 | $26,878,000 | +13.3% | 291,768 | +6.8% | 0.01% | 0.0% |
| Q3 2017 | $23,731,000 | +1.0% | 273,268 | -2.2% | 0.01% | 0.0% |
| Q2 2017 | $23,486,000 | +19.8% | 279,325 | +18.1% | 0.01% | +20.0% |
| Q1 2017 | $19,607,000 | +6.5% | 236,430 | +2.6% | 0.01% | 0.0% |
| Q4 2016 | $18,413,000 | +0.4% | 230,451 | -3.3% | 0.01% | -16.7% |
| Q3 2016 | $18,339,000 | -10.0% | 238,200 | -11.4% | 0.01% | -14.3% |
| Q2 2016 | $20,378,000 | -25.1% | 268,983 | -27.4% | 0.01% | -22.2% |
| Q1 2016 | $27,192,000 | +6.1% | 370,458 | +2.9% | 0.01% | +12.5% |
| Q4 2015 | $25,622,000 | -2.9% | 360,159 | -8.1% | 0.01% | -11.1% |
| Q3 2015 | $26,379,000 | -8.7% | 391,964 | -1.7% | 0.01% | 0.0% |
| Q2 2015 | $28,903,000 | +0.1% | 398,712 | +1.2% | 0.01% | 0.0% |
| Q1 2015 | $28,867,000 | -1.0% | 393,821 | +0.2% | 0.01% | 0.0% |
| Q4 2014 | $29,147,000 | +52.0% | 393,029 | +45.9% | 0.01% | +50.0% |
| Q3 2014 | $19,176,000 | +4.7% | 269,439 | +4.2% | 0.01% | 0.0% |
| Q2 2014 | $18,315,000 | +6.1% | 258,662 | +1.3% | 0.01% | 0.0% |
| Q1 2014 | $17,268,000 | +549.7% | 255,260 | +539.1% | 0.01% | +500.0% |
| Q4 2013 | $2,658,000 | -17.8% | 39,943 | -24.4% | 0.00% | 0.0% |
| Q3 2013 | $3,235,000 | +427.7% | 52,846 | +415.8% | 0.00% | – |
| Q2 2013 | $613,000 | +53.2% | 10,246 | +34.3% | 0.00% | – |
| Q2 2012 | $400,000 | -98.1% | 7,629 | -98.1% | 0.00% | -100.0% |
| Q1 2012 | $21,571,000 | – | 407,313 | – | 0.01% | – |
Download | ||||||
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% |