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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229,800 | +93.4% | 20,000 | +100.0% | 0.16% | +2.5% |
| Q2 2023 | $636,000 | +2.7% | 10,000 | 0.0% | 0.16% | 0.0% |
| Q1 2023 | $619,000 | -0.2% | 10,000 | 0.0% | 0.16% | -10.8% |
| Q4 2022 | $620,000 | -99.9% | 10,000 | 0.0% | 0.18% | +4.8% |
| Q3 2022 | $553,000,000 | -6.4% | 10,000 | 0.0% | 0.17% | -4.0% |
| Q2 2022 | $591,000,000 | -10.0% | 10,000 | 0.0% | 0.18% | +10.8% |
| Q1 2022 | $657,000,000 | -0.5% | 10,000 | 0.0% | 0.16% | +18.8% |
| Q4 2021 | $660,000,000 | -45.4% | 10,000 | -1.2% | 0.13% | -43.6% |
| Q3 2021 | $1,208,000,000 | -2.1% | 10,125 | 0.0% | 0.24% | -6.3% |
| Q2 2021 | $1,234,000,000 | +6.3% | 10,125 | 0.0% | 0.25% | -3.4% |
| Q1 2021 | $1,161,000,000 | +6.7% | 10,125 | 0.0% | 0.26% | -3.0% |
| Q4 2020 | $1,088,000,000 | +10.7% | 10,125 | 0.0% | 0.27% | -3.2% |
| Q3 2020 | $983,000,000 | +4.6% | 10,125 | 0.0% | 0.28% | -6.4% |
| Q2 2020 | $940,000,000 | +14.7% | 10,125 | 0.0% | 0.30% | -1.3% |
| Q1 2020 | $819,518,000 | +76276.3% | 10,125 | 0.0% | 0.30% | +0.7% |
| Q4 2019 | $1,073,000 | – | 10,125 | – | 0.30% | – |
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% |