WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,504 | -10.1% | 3,683 | -10.9% | 0.00% | – |
| Q2 2023 | $263,026 | -1.4% | 4,132 | -2.7% | 0.00% | – |
| Q4 2022 | $266,706 | +129.9% | 4,247 | +117.8% | 0.00% | – |
| Q3 2022 | $116,000 | +18.4% | 1,950 | +18.9% | 0.00% | – |
| Q2 2022 | $98,000 | -10.1% | 1,640 | 0.0% | 0.00% | – |
| Q1 2022 | $109,000 | -55.5% | 1,640 | -13.9% | 0.00% | – |
| Q4 2021 | $245,000 | -24.6% | 1,904 | -27.3% | 0.00% | – |
| Q3 2021 | $325,000 | -3.8% | 2,620 | -6.4% | 0.00% | – |
| Q2 2021 | $338,000 | +5533.3% | 2,798 | +5496.0% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -78.3% | 50 | -79.6% | 0.00% | – |
| Q2 2020 | $23,000 | +15.0% | 245 | 0.0% | 0.00% | – |
| Q1 2020 | $20,000 | -23.1% | 245 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +8.3% | 245 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | +380.0% | 245 | +390.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | +33.3% | 50 | +11.1% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | -57.1% | 45 | -57.5% | 0.00% | – |
| Q3 2015 | $7,000 | -98.5% | 106 | -98.4% | 0.00% | -100.0% |
| Q1 2015 | $481,000 | +1045.2% | 6,566 | +1064.2% | 0.00% | – |
| Q4 2014 | $42,000 | -4.5% | 564 | -8.1% | 0.00% | – |
| Q3 2014 | $44,000 | +100.0% | 614 | +92.5% | 0.00% | – |
| Q1 2014 | $22,000 | -79.0% | 319 | -79.8% | 0.00% | – |
| Q4 2013 | $105,000 | -6.2% | 1,583 | -12.7% | 0.00% | – |
| Q3 2013 | $112,000 | +47.4% | 1,813 | +41.6% | 0.00% | – |
| Q2 2013 | $76,000 | – | 1,280 | – | 0.00% | – |
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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% |