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 | $4,204,549 | +13.7% | 68,378 | +17.6% | 0.01% | +16.7% |
| Q2 2023 | $3,697,875 | +4.6% | 58,143 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $3,534,761 | -3.2% | 57,141 | -3.1% | 0.01% | 0.0% |
| Q4 2022 | $3,653,194 | +65.4% | 58,970 | +47.5% | 0.01% | +50.0% |
| Q3 2022 | $2,209,000 | -2.0% | 39,974 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $2,253,000 | -11.1% | 38,129 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $2,535,000 | -0.7% | 38,577 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $2,552,000 | +9.5% | 38,651 | +97.8% | 0.00% | 0.0% |
| Q3 2021 | $2,331,000 | -0.6% | 19,542 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $2,344,000 | +1.3% | 19,478 | -3.5% | 0.00% | 0.0% |
| Q1 2021 | $2,314,000 | +8.2% | 20,185 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $2,139,000 | +14.6% | 19,902 | +3.5% | 0.00% | 0.0% |
| Q3 2020 | $1,866,000 | -50.5% | 19,236 | -52.6% | 0.00% | -50.0% |
| Q2 2020 | $3,767,000 | +18.4% | 40,549 | +3.1% | 0.01% | 0.0% |
| Q1 2020 | $3,181,000 | -71.2% | 39,315 | -62.4% | 0.01% | -63.6% |
| Q4 2019 | $11,064,000 | +3469.0% | 104,454 | +3242.5% | 0.02% | +340.0% |
| Q3 2019 | $310,000 | +3.7% | 3,125 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $299,000 | -0.3% | 3,085 | -3.1% | 0.01% | 0.0% |
| Q1 2019 | $300,000 | +11.5% | 3,185 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $269,000 | -11.5% | 3,185 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $304,000 | +6.3% | 3,185 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $286,000 | -2.1% | 3,185 | -3.5% | 0.01% | -16.7% |
| Q1 2018 | $292,000 | -3.9% | 3,300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $304,000 | +5.9% | 3,300 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $287,000 | +3.6% | 3,300 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $277,000 | +1.1% | 3,300 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $274,000 | +3.8% | 3,300 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $264,000 | +3.9% | 3,300 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $254,000 | -2.7% | 3,300 | -4.2% | 0.01% | 0.0% |
| Q2 2016 | $261,000 | -31.9% | 3,443 | -34.0% | 0.01% | -50.0% |
| Q1 2016 | $383,000 | +63.0% | 5,216 | +58.1% | 0.01% | +66.7% |
| Q4 2015 | $235,000 | +5.9% | 3,300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $222,000 | -7.1% | 3,300 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $239,000 | -1.2% | 3,300 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $242,000 | – | 3,300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |