WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,822,564 | -5.2% | 29,640 | -1.9% | 0.01% | 0.0% |
| Q2 2023 | $1,921,865 | +2.7% | 30,218 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $1,870,894 | -0.4% | 30,244 | -0.3% | 0.01% | 0.0% |
| Q4 2022 | $1,878,449 | +11.1% | 30,322 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $1,691,000 | -6.5% | 30,592 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,808,000 | -8.0% | 30,592 | +2.2% | 0.01% | +12.5% |
| Q1 2022 | $1,966,000 | -4.1% | 29,922 | -3.5% | 0.01% | 0.0% |
| Q4 2021 | $2,049,000 | +9.6% | 31,022 | +97.9% | 0.01% | 0.0% |
| Q3 2021 | $1,870,000 | +0.2% | 15,676 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $1,866,000 | -49.3% | 15,511 | -51.7% | 0.01% | -11.1% |
| Q1 2021 | $3,684,000 | +142.0% | 32,122 | +126.8% | 0.01% | +28.6% |
| Q4 2020 | $1,522,000 | +10.8% | 14,161 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,374,000 | +17.0% | 14,161 | +12.0% | 0.01% | 0.0% |
| Q2 2020 | $1,174,000 | +14.8% | 12,645 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,023,000 | -23.6% | 12,645 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,339,000 | +6.9% | 12,645 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,253,000 | +5.1% | 12,645 | +2.8% | 0.01% | 0.0% |
| Q2 2019 | $1,192,000 | +7.2% | 12,303 | +4.3% | 0.01% | 0.0% |
| Q1 2019 | $1,112,000 | +30.4% | 11,800 | +16.8% | 0.01% | +16.7% |
| Q4 2018 | $853,000 | -11.5% | 10,100 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $964,000 | +6.4% | 10,100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $906,000 | – | 10,100 | – | 0.01% | – |
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% |