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 | $1,260,163 | -2.6% | 20,494 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $1,293,187 | +110808.0% | 20,333 | +7.8% | 0.00% | 0.0% |
| Q1 2023 | $1,166 | +8.2% | 18,854 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $1,078 | -99.9% | 17,400 | +0.5% | 0.00% | -25.0% |
| Q3 2022 | $957,000 | -5.3% | 17,312 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $1,011,000 | -28.0% | 17,110 | -20.0% | 0.00% | -20.0% |
| Q1 2022 | $1,405,000 | +15.3% | 21,384 | +15.8% | 0.01% | 0.0% |
| Q4 2021 | $1,219,000 | -5.9% | 18,464 | +70.0% | 0.01% | -28.6% |
| Q3 2021 | $1,295,000 | -4.5% | 10,858 | -3.7% | 0.01% | -12.5% |
| Q2 2021 | $1,356,000 | +1533.7% | 11,271 | +951.4% | 0.01% | +100.0% |
| Q3 2016 | $83,000 | – | 1,072 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 159,187 | $10,124,285 | 6.77% |
| IAG Wealth Partners, LLC | 379,400 | $24,129,812 | 6.38% |
| BMS Financial Advisors, LLC | 147,770 | $9,398,172 | 6.13% |
| FIDELIS iM, LLC | 165,376 | $10,517,891 | 5.98% |
| WADE G W & INC | 2,073,620 | $131,882 | 4.79% |
| Traverso Chambers Private Wealth Management, LLC | 249,625 | $15,876,133 | 4.17% |
| M Holdings Securities, Inc. | 294,424 | $18,725 | 3.86% |
| Revolve Wealth Partners, LLC | 236,999 | $15,073,116 | 3.53% |
| TOBIAS FINANCIAL ADVISORS, INC. | 191,181 | $12,159,109 | 3.28% |
| H&H Retirement Design & Management INC | 73,165 | $4,688,400 | 3.11% |