WADE G W & INC - WISDOMTREE TR ownership

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
WADE G W & INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$128,141
-2.8%
2,083,938
+0.5%
4.77%
-0.5%
Q2 2023$131,882
+0.3%
2,073,620
-2.5%
4.79%
-5.2%
Q1 2023$131,531
+5.9%
2,126,273
+6.0%
5.05%
-0.7%
Q4 2022$124,256
-99.9%
2,005,742
+29.6%
5.09%
+21.6%
Q3 2022$85,493,000
-3.1%
1,547,096
+3.6%
4.19%
+4.6%
Q2 2022$88,251,000
-4.5%
1,493,241
+6.2%
4.00%
+1.1%
Q1 2022$92,371,000
+0.9%
1,405,526
+1.4%
3.96%
-0.4%
Q4 2021$91,556,000
+10.7%
1,386,365
+100.0%
3.97%
+1.2%
Q3 2021$82,696,000
-5.9%
693,237
-5.1%
3.93%
-6.9%
Q2 2021$87,848,000
+4.9%
730,123
-0.1%
4.22%
-5.3%
Q1 2021$83,773,000
+7.7%
730,490
+0.9%
4.46%
-5.8%
Q4 2020$77,817,000
+15.4%
723,879
+4.2%
4.73%
-7.9%
Q3 2020$67,422,000
+1.9%
694,785
-2.4%
5.14%
-5.1%
Q2 2020$66,135,000
+13.6%
712,052
-1.0%
5.42%
-1.1%
Q1 2020$58,238,000
-31.2%
719,526
-9.9%
5.48%
-15.7%
Q4 2019$84,631,000
+16.9%
798,933
+9.3%
6.50%
+5.3%
Q3 2019$72,407,000
+7.7%
730,862
+5.3%
6.17%
+0.9%
Q2 2019$67,254,000
+3.5%
694,054
+0.7%
6.11%
-0.4%
Q1 2019$64,949,000
+6.2%
689,334
-4.8%
6.14%
-7.2%
Q4 2018$61,155,000
+74.6%
724,151
+97.2%
6.61%
+77.9%
Q3 2018$35,035,000
+8.0%
367,210
+1.6%
3.72%
+1.6%
Q2 2018$32,437,000
+3.1%
361,410
+1.6%
3.66%
+0.5%
Q1 2018$31,468,000
+2.6%
355,606
+6.8%
3.64%
+3.3%
Q4 2017$30,669,000
+10.1%
332,927
+3.8%
3.52%
+4.2%
Q3 2017$27,847,000
+5.5%
320,675
+2.1%
3.38%
+1.0%
Q2 2017$26,402,000
+14.4%
314,008
+12.8%
3.34%
+10.4%
Q1 2017$23,085,000
+6.6%
278,361
+2.7%
3.03%
-14.9%
Q4 2016$21,652,000
+3.0%
270,987
-0.7%
3.56%
-5.8%
Q3 2016$21,016,000
-0.9%
272,973
-2.5%
3.78%
+4.0%
Q2 2016$21,209,000
+1.2%
279,955
-1.9%
3.64%
-11.0%
Q1 2016$20,950,000
-2.4%
285,424
-5.4%
4.09%
-9.3%
Q4 2015$21,460,000
+4.1%
301,653
-1.5%
4.51%
-1.4%
Q3 2015$20,616,000
-12.9%
306,330
-6.2%
4.57%
-2.3%
Q2 2015$23,668,000
-6.5%
326,499
-5.4%
4.68%
-1.7%
Q1 2015$25,305,000
-20.8%
345,227
-19.8%
4.76%
-43.1%
Q4 2014$31,938,000
-0.7%
430,669
-4.7%
8.36%
-10.5%
Q3 2014$32,161,000
-99.9%
451,892
+2.6%
9.35%
+1.6%
Q2 2014$31,199,000,000
+107168.4%
440,628
+2.5%
9.20%
-2.3%
Q1 2014$29,085,000
+3.2%
429,931
+1.5%
9.42%
+3.1%
Q4 2013$28,179,000
-99.9%
423,485
+2.6%
9.13%
+4.6%
Q3 2013$25,265,000,000
+104834.2%
412,766
+2.5%
8.73%
+0.5%
Q2 2013$24,077,000402,5588.69%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 67,453$7,377,0005.70%
ShoreHaven Wealth Partners, LLC 91,381$9,823,0005.50%
IAG Wealth Partners, LLC 124,418$13,375,0005.46%
WADE G W & INC 723,879$77,817,0004.73%
TOBIAS FINANCIAL ADVISORS, INC. 74,984$8,061,0003.69%
Traverso Chambers Private Wealth Management, LLC 67,308$7,236,0002.60%
MOLLER WEALTH PARTNERS 52,706$5,666,0002.34%
Treybourne Wealth Planners, Inc. 29,041$3,122,0002.25%
M Holdings Securities, Inc. 162,290$17,446,0002.23%
Graves Light Lenhart Wealth, Inc. 106,748$11,475,0002.14%
View complete list of WISDOMTREE TR shareholders