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 | $682 | -3.3% | 11,092 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $705 | +2.8% | 11,092 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $686 | -0.1% | 11,092 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $687 | -99.9% | 11,092 | 0.0% | 0.04% | +11.8% |
| Q3 2022 | $613,000 | -6.6% | 11,092 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $656,000 | -10.0% | 11,092 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $729,000 | -0.5% | 11,092 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $733,000 | +10.7% | 11,092 | +100.0% | 0.03% | +3.2% |
| Q3 2021 | $662,000 | -0.7% | 5,546 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $667,000 | +4.9% | 5,546 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $636,000 | +11.4% | 5,546 | +4.4% | 0.04% | -30.0% |
| Q4 2020 | $571,000 | +5.9% | 5,312 | -4.3% | 0.05% | -3.8% |
| Q3 2020 | $539,000 | +2.3% | 5,551 | -2.1% | 0.05% | +4.0% |
| Q2 2020 | $527,000 | +14.8% | 5,672 | 0.0% | 0.05% | -9.1% |
| Q1 2020 | $459,000 | -32.2% | 5,672 | -11.3% | 0.06% | -8.3% |
| Q4 2019 | $677,000 | +7.0% | 6,395 | +0.2% | 0.06% | -3.2% |
| Q3 2019 | $633,000 | +1.1% | 6,385 | -1.1% | 0.06% | -1.6% |
| Q2 2019 | $626,000 | +12.0% | 6,457 | +8.7% | 0.06% | +5.0% |
| Q1 2019 | $559,000 | +11.6% | 5,938 | +0.2% | 0.06% | -6.2% |
| Q4 2018 | $501,000 | – | 5,928 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |