WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 298 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,218,000 | -0.1% | 18,530 | +0.4% | 0.05% | +2.0% |
Q4 2021 | $1,219,000 | +11.4% | 18,452 | +101.3% | 0.05% | 0.0% |
Q3 2021 | $1,094,000 | -0.3% | 9,168 | +0.5% | 0.05% | -5.8% |
Q2 2021 | $1,097,000 | +5.5% | 9,118 | +0.6% | 0.05% | -1.9% |
Q1 2021 | $1,040,000 | +7.2% | 9,067 | +0.5% | 0.05% | -7.0% |
Q4 2020 | $970,000 | +11.8% | 9,022 | +0.8% | 0.06% | -5.0% |
Q3 2020 | $868,000 | +5.1% | 8,950 | +0.6% | 0.06% | -4.8% |
Q2 2020 | $826,000 | – | 8,893 | – | 0.06% | – |
Download |
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% |