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 | $184,771,812 | +3.8% | 3,004,908 | +7.3% | 0.13% | +1.6% |
Q2 2023 | $178,070,688 | +13.7% | 2,799,854 | +10.6% | 0.13% | +4.1% |
Q1 2023 | $156,601,354 | +0.0% | 2,531,545 | +0.2% | 0.12% | -9.0% |
Q4 2022 | $156,579,304 | +26.5% | 2,527,511 | +12.9% | 0.13% | +12.6% |
Q3 2022 | $123,732,000 | +12.4% | 2,239,092 | +20.2% | 0.12% | +13.3% |
Q2 2022 | $110,090,000 | -11.1% | 1,862,771 | -1.2% | 0.10% | -0.9% |
Q1 2022 | $123,853,000 | +13.1% | 1,884,563 | +13.6% | 0.11% | +15.2% |
Q4 2021 | $109,524,000 | +7.2% | 1,658,457 | +93.7% | 0.09% | -4.2% |
Q3 2021 | $102,133,000 | +16.5% | 856,171 | +17.5% | 0.10% | +7.9% |
Q2 2021 | $87,659,000 | +10.7% | 728,549 | +5.5% | 0.09% | -2.2% |
Q1 2021 | $79,191,000 | +13.1% | 690,536 | +6.0% | 0.09% | 0.0% |
Q4 2020 | $69,998,000 | +25.4% | 651,146 | +13.2% | 0.09% | +4.6% |
Q3 2020 | $55,805,000 | +56.1% | 575,069 | +49.4% | 0.09% | +40.3% |
Q2 2020 | $35,743,000 | +114.4% | 384,832 | +86.9% | 0.06% | +72.2% |
Q1 2020 | $16,668,000 | -52.4% | 205,925 | -37.7% | 0.04% | -43.8% |
Q4 2019 | $34,992,000 | +14.7% | 330,329 | +7.2% | 0.06% | +3.2% |
Q3 2019 | $30,516,000 | +1.2% | 308,021 | -1.0% | 0.06% | -3.1% |
Q2 2019 | $30,158,000 | +96.1% | 311,233 | +90.6% | 0.06% | +82.9% |
Q1 2019 | $15,382,000 | -9.5% | 163,258 | -18.9% | 0.04% | -22.2% |
Q4 2018 | $17,001,000 | +14.6% | 201,315 | +29.5% | 0.04% | +25.0% |
Q3 2018 | $14,832,000 | +7.6% | 155,454 | +1.2% | 0.04% | 0.0% |
Q2 2018 | $13,786,000 | +2.2% | 153,600 | +0.7% | 0.04% | -2.7% |
Q1 2018 | $13,493,000 | -1.7% | 152,475 | +2.3% | 0.04% | -11.9% |
Q4 2017 | $13,731,000 | +8.3% | 149,056 | +2.1% | 0.04% | -6.7% |
Q3 2017 | $12,680,000 | +1.0% | 146,014 | -2.3% | 0.04% | -6.2% |
Q2 2017 | $12,560,000 | +6.4% | 149,386 | +4.8% | 0.05% | -40.0% |
Q1 2017 | $11,805,000 | +5.9% | 142,537 | +2.8% | 0.08% | -5.9% |
Q4 2016 | $11,149,000 | +7.0% | 138,686 | +1.4% | 0.08% | -14.1% |
Q3 2016 | $10,416,000 | +44.2% | 136,733 | +43.7% | 0.10% | +62.3% |
Q2 2016 | $7,221,000 | -43.1% | 95,145 | -45.4% | 0.06% | +74.3% |
Q1 2016 | $12,690,000 | -10.7% | 174,104 | -13.5% | 0.04% | -10.3% |
Q4 2015 | $14,213,000 | +98.8% | 201,177 | +95.9% | 0.04% | 0.0% |
Q3 2015 | $7,150,000 | -8.3% | 102,679 | -4.1% | 0.04% | -2.5% |
Q2 2015 | $7,793,000 | +5.9% | 107,103 | +6.2% | 0.04% | +5.3% |
Q1 2015 | $7,360,000 | +5.8% | 100,814 | +7.5% | 0.04% | 0.0% |
Q4 2014 | $6,954,000 | +8.8% | 93,773 | +3.1% | 0.04% | 0.0% |
Q3 2014 | $6,393,000 | -5.7% | 90,957 | -5.0% | 0.04% | -2.6% |
Q2 2014 | $6,777,000 | +9.3% | 95,712 | +4.4% | 0.04% | +2.6% |
Q1 2014 | $6,202,000 | -5.9% | 91,678 | -7.5% | 0.04% | -7.3% |
Q4 2013 | $6,592,000 | +3.6% | 99,061 | -2.9% | 0.04% | -2.4% |
Q3 2013 | $6,361,000 | +11.7% | 101,995 | +7.1% | 0.04% | +2.4% |
Q2 2013 | $5,694,000 | – | 95,204 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meridian Financial Partners LLC | 107,267 | $7,050,000 | 10.52% |
Revolve Wealth Partners, LLC | 529,669 | $34,810,000 | 10.04% |
IAG Wealth Partners, LLC | 325,432 | $21,387,000 | 6.73% |
FIDELIS iM, LLC | 138,075 | $9,074,000 | 5.33% |
TOBIAS FINANCIAL ADVISORS, INC. | 213,533 | $14,033,000 | 4.84% |
WADE G W & INC | 1,405,526 | $92,371,000 | 3.96% |
ShoreHaven Wealth Partners, LLC | 96,960 | $6,372,000 | 3.36% |
Prestige Wealth Management Group LLC | 177,088 | $11,638,000 | 2.86% |
Traverso Chambers Private Wealth Management, LLC | 137,691 | $9,049,000 | 2.70% |
Virginia National Bank | 32,464 | $2,134,000 | 2.44% |