WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 252 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $350,203 | +12.2% | 5,653 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $312,000 | -3.4% | 5,653 | +3.6% | 0.03% | -3.1% |
| Q2 2022 | $323,000 | -28.9% | 5,457 | -21.0% | 0.03% | -11.1% |
| Q1 2022 | $454,000 | -0.4% | 6,904 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $456,000 | -42.6% | 6,904 | +3.7% | 0.04% | -29.4% |
| Q3 2021 | $794,000 | -1.1% | 6,657 | -0.3% | 0.05% | -3.8% |
| Q2 2021 | $803,000 | +4.3% | 6,674 | -0.6% | 0.05% | -1.9% |
| Q1 2021 | $770,000 | -47.0% | 6,714 | -50.3% | 0.05% | -49.5% |
| Q4 2020 | $1,454,000 | +119.3% | 13,522 | +98.0% | 0.11% | +64.6% |
| Q3 2020 | $663,000 | +1.4% | 6,831 | -3.0% | 0.06% | +12.1% |
| Q2 2020 | $654,000 | +14.7% | 7,040 | 0.0% | 0.06% | +45.0% |
| Q1 2020 | $570,000 | -23.6% | 7,040 | 0.0% | 0.04% | +17.6% |
| Q4 2019 | $746,000 | +7.0% | 7,040 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $697,000 | +2.2% | 7,040 | 0.0% | 0.03% | +161.5% |
| Q2 2019 | $682,000 | +4.3% | 7,040 | +1.4% | 0.01% | 0.0% |
| Q1 2019 | $654,000 | +11.6% | 6,940 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $586,000 | -11.5% | 6,940 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $662,000 | +6.3% | 6,940 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $623,000 | +1.5% | 6,940 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $614,000 | -3.9% | 6,940 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $639,000 | +6.0% | 6,940 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $603,000 | +3.3% | 6,940 | 0.0% | 0.01% | +11.1% |
| Q2 2017 | $584,000 | +1.4% | 6,940 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $576,000 | +3.8% | 6,940 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $555,000 | -61.9% | 6,940 | -64.6% | 0.01% | 0.0% |
| Q3 2016 | $1,455,000 | +176.6% | 19,600 | +182.4% | 0.01% | -11.1% |
| Q2 2016 | $526,000 | +3.3% | 6,940 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $509,000 | -2.3% | 6,940 | -5.3% | 0.01% | +25.0% |
| Q4 2015 | $521,000 | +5.7% | 7,330 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $493,000 | +9.3% | 7,330 | +17.8% | 0.01% | +40.0% |
| Q2 2015 | $451,000 | +9.5% | 6,220 | +10.7% | 0.01% | 0.0% |
| Q1 2015 | $412,000 | -1.2% | 5,620 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $417,000 | +4.2% | 5,620 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $400,000 | -1.2% | 5,620 | -1.7% | 0.00% | 0.0% |
| Q2 2014 | $405,000 | +4.7% | 5,720 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $387,000 | +1.6% | 5,720 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $381,000 | +8.5% | 5,720 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $351,000 | +2.6% | 5,720 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $342,000 | – | 5,720 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |