WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 100 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $504,000 | +58.5% | 7,676 | +59.4% | 0.00% | – |
Q4 2021 | $318,000 | +9.3% | 4,816 | +97.6% | 0.00% | – |
Q3 2021 | $291,000 | -0.7% | 2,437 | -0.1% | 0.00% | – |
Q2 2021 | $293,000 | -3.0% | 2,439 | -7.3% | 0.00% | – |
Q1 2021 | $302,000 | +41.8% | 2,630 | +33.0% | 0.00% | – |
Q4 2020 | $213,000 | -8.6% | 1,977 | -31.2% | 0.00% | – |
Q1 2020 | $233,000 | -25.3% | 2,873 | -2.3% | 0.00% | – |
Q4 2019 | $312,000 | +32.8% | 2,942 | -8.0% | 0.00% | – |
Q1 2016 | $235,000 | +3.1% | 3,199 | 0.0% | 0.00% | – |
Q4 2015 | $228,000 | -34.5% | 3,199 | -38.1% | 0.00% | -100.0% |
Q3 2015 | $348,000 | +50.0% | 5,169 | +61.6% | 0.00% | – |
Q2 2015 | $232,000 | -18.6% | 3,199 | -17.7% | 0.00% | -100.0% |
Q1 2015 | $285,000 | -1.0% | 3,888 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $288,000 | +4.7% | 3,888 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $275,000 | -6.1% | 3,888 | -10.2% | 0.00% | 0.0% |
Q1 2014 | $293,000 | -15.3% | 4,328 | -16.8% | 0.00% | 0.0% |
Q4 2013 | $346,000 | +21.4% | 5,202 | +11.9% | 0.00% | 0.0% |
Q3 2013 | $285,000 | -2.4% | 4,648 | -4.8% | 0.00% | 0.0% |
Q2 2013 | $292,000 | – | 4,883 | – | 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% |