WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 326 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,428,630 | -3.4% | 39,496 | -0.1% | 0.03% | -6.9% |
| Q2 2023 | $2,515,228 | -31.0% | 39,548 | -32.9% | 0.03% | -35.6% |
| Q1 2023 | $3,644,633 | +20.2% | 58,917 | +20.4% | 0.04% | +12.5% |
| Q4 2022 | $3,032,141 | +95.5% | 48,945 | +74.4% | 0.04% | +66.7% |
| Q3 2022 | $1,551,000 | -9.2% | 28,071 | -3.0% | 0.02% | -7.7% |
| Q2 2022 | $1,709,000 | -9.9% | 28,925 | +0.3% | 0.03% | 0.0% |
| Q1 2022 | $1,896,000 | -2.3% | 28,827 | -1.9% | 0.03% | -10.3% |
| Q4 2021 | $1,940,000 | +12.8% | 29,373 | +103.8% | 0.03% | 0.0% |
| Q3 2021 | $1,720,000 | -7.1% | 14,414 | -6.5% | 0.03% | -14.7% |
| Q2 2021 | $1,852,000 | -1.1% | 15,421 | -5.5% | 0.03% | -15.0% |
| Q1 2021 | $1,873,000 | -71.4% | 16,311 | -73.2% | 0.04% | -74.4% |
| Q4 2020 | $6,549,000 | -27.6% | 60,908 | -34.7% | 0.16% | +7.6% |
| Q3 2020 | $9,048,000 | +68.8% | 93,257 | +61.4% | 0.14% | -6.5% |
| Q2 2020 | $5,360,000 | -12.1% | 57,767 | -23.4% | 0.16% | -14.8% |
| Q1 2020 | $6,100,000 | -16.2% | 75,420 | +9.8% | 0.18% | +7.7% |
| Q4 2019 | $7,283,000 | +25.1% | 68,708 | +16.8% | 0.17% | -28.1% |
| Q3 2019 | $5,823,000 | +297.2% | 58,821 | +288.9% | 0.24% | +261.5% |
| Q2 2019 | $1,466,000 | +10.1% | 15,124 | +7.0% | 0.06% | -8.5% |
| Q1 2019 | $1,332,000 | +9.4% | 14,138 | -1.9% | 0.07% | -65.4% |
| Q4 2018 | $1,218,000 | – | 14,417 | – | 0.20% | – |
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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% |