WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,002,841 | +1.0% | 650,558 | +4.5% | 1.38% | +5.9% |
| Q2 2023 | $39,592,190 | +0.7% | 622,519 | -2.1% | 1.31% | -4.2% |
| Q1 2023 | $39,318,138 | +3.2% | 635,599 | +3.4% | 1.36% | -5.5% |
| Q4 2022 | $38,090,569 | +17.4% | 614,860 | +4.7% | 1.44% | +3.8% |
| Q3 2022 | $32,448,000 | -0.6% | 587,181 | +6.3% | 1.39% | +1.5% |
| Q2 2022 | $32,644,000 | -4.4% | 552,358 | +2.3% | 1.37% | +0.4% |
| Q1 2022 | $34,146,000 | -3.9% | 540,022 | +0.3% | 1.36% | +10.3% |
| Q4 2021 | $35,543,000 | +13.6% | 538,204 | +105.2% | 1.24% | +0.7% |
| Q3 2021 | $31,282,000 | +1.2% | 262,233 | +2.1% | 1.23% | +1.3% |
| Q2 2021 | $30,897,000 | +6.0% | 256,791 | +1.0% | 1.21% | -3.9% |
| Q1 2021 | $29,150,000 | +5.5% | 254,190 | -1.1% | 1.26% | -3.2% |
| Q4 2020 | $27,634,000 | +9.7% | 257,057 | -1.0% | 1.30% | -4.7% |
| Q3 2020 | $25,188,000 | +5.8% | 259,568 | +1.2% | 1.37% | -5.5% |
| Q2 2020 | $23,816,000 | +12.5% | 256,421 | -1.9% | 1.45% | -7.9% |
| Q1 2020 | $21,170,000 | -25.9% | 261,412 | -3.1% | 1.57% | -6.9% |
| Q4 2019 | $28,564,000 | +7.2% | 269,650 | +0.3% | 1.69% | +0.2% |
| Q3 2019 | $26,642,000 | 0.0% | 268,924 | -2.2% | 1.68% | -1.9% |
| Q2 2019 | $26,642,000 | +2.9% | 274,947 | +0.1% | 1.72% | +2.6% |
| Q1 2019 | $25,883,000 | +12.3% | 274,711 | +0.7% | 1.67% | +5.6% |
| Q4 2018 | $23,039,000 | -9.5% | 272,813 | +2.3% | 1.58% | +2.5% |
| Q3 2018 | $25,451,000 | -5.8% | 266,757 | -11.4% | 1.54% | -28.6% |
| Q2 2018 | $27,027,000 | +0.6% | 301,142 | -0.8% | 2.16% | +0.2% |
| Q1 2018 | $26,876,000 | -5.0% | 303,719 | -1.2% | 2.16% | -3.6% |
| Q4 2017 | $28,305,000 | +4.8% | 307,258 | -1.2% | 2.24% | -1.6% |
| Q3 2017 | $27,014,000 | +0.8% | 311,080 | -2.4% | 2.28% | -3.1% |
| Q2 2017 | $26,802,000 | -22.5% | 318,772 | -23.5% | 2.35% | -20.0% |
| Q1 2017 | $34,565,000 | +3.8% | 416,799 | +0.0% | 2.94% | -1.8% |
| Q4 2016 | $33,293,000 | +4.5% | 416,687 | +0.7% | 2.99% | +0.7% |
| Q3 2016 | $31,853,000 | +0.6% | 413,725 | -1.0% | 2.97% | -9.7% |
| Q2 2016 | $31,658,000 | +1.9% | 417,869 | -1.3% | 3.29% | -12.5% |
| Q1 2016 | $31,066,000 | +3.1% | 423,240 | -0.0% | 3.76% | +26.4% |
| Q4 2015 | $30,122,000 | +4.9% | 423,422 | -0.8% | 2.97% | -27.0% |
| Q3 2015 | $28,728,000 | -6.2% | 426,860 | +1.1% | 4.07% | +35.7% |
| Q2 2015 | $30,617,000 | -25.8% | 422,358 | -24.9% | 3.00% | -25.9% |
| Q1 2015 | $41,243,000 | -1.9% | 562,667 | -0.7% | 4.05% | -5.7% |
| Q4 2014 | $42,033,000 | +4.6% | 566,795 | +0.4% | 4.30% | -1.8% |
| Q3 2014 | $40,171,000 | -4.1% | 564,439 | -4.6% | 4.38% | -2.1% |
| Q2 2014 | $41,890,000 | +1.0% | 591,618 | -3.5% | 4.47% | -4.7% |
| Q1 2014 | $41,482,000 | +4.2% | 613,179 | +2.5% | 4.69% | -0.9% |
| Q4 2013 | $39,806,000 | +11.0% | 598,222 | +2.1% | 4.73% | -1.2% |
| Q3 2013 | $35,854,000 | +4.5% | 585,753 | +2.1% | 4.79% | -9.1% |
| Q2 2013 | $34,318,000 | – | 573,787 | – | 5.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Revolve Wealth Partners, LLC | 555,731 | $30,710,000 | 10.26% |
| ShoreHaven Wealth Partners, LLC | 220,948 | $12,209,000 | 9.32% |
| IAG Wealth Partners, LLC | 357,289 | $19,744,000 | 6.56% |
| FIDELIS iM, LLC | 148,912 | $8,229,000 | 5.74% |
| Amplius Wealth Advisors, LLC | 500,306 | $27,647,000 | 4.94% |
| TOBIAS FINANCIAL ADVISORS, INC. | 215,181 | $11,891,000 | 4.20% |
| WADE G W & INC | 1,547,096 | $85,493,000 | 4.19% |
| Traverso Chambers Private Wealth Management, LLC | 244,499 | $13,511,000 | 4.14% |
| Meridian Financial Partners LLC | 49,932 | $2,813,000 | 3.99% |
| Prestige Wealth Management Group LLC | 184,658 | $10,204,000 | 2.87% |