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 2021 | $292,000 | -0.7% | 2,447 | +11.7% | 0.01% | -7.1% |
| Q2 2021 | $294,000 | -99.9% | 2,191 | +7.0% | 0.01% | -30.0% |
| Q1 2021 | $234,729,000 | +105633.8% | 2,047 | -0.8% | 0.02% | -53.5% |
| Q4 2020 | $222,000 | +181.0% | 2,063 | +112.5% | 0.04% | +230.8% |
| Q1 2020 | $79,000 | +31.7% | 971 | +71.3% | 0.01% | 0.0% |
| Q4 2019 | $60,000 | +7.1% | 567 | +0.5% | 0.01% | +18.2% |
| Q3 2019 | $56,000 | -93.0% | 564 | -94.1% | 0.01% | -93.6% |
| Q4 2018 | $803,000 | – | 9,508 | – | 0.17% | – |
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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% |