LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$5,694,00095,2040.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 107,267$7,050,00010.52%
Revolve Wealth Partners, LLC 529,669$34,810,00010.04%
IAG Wealth Partners, LLC 325,432$21,387,0006.73%
FIDELIS iM, LLC 138,075$9,074,0005.33%
TOBIAS FINANCIAL ADVISORS, INC. 213,533$14,033,0004.84%
WADE G W & INC 1,405,526$92,371,0003.96%
ShoreHaven Wealth Partners, LLC 96,960$6,372,0003.36%
Prestige Wealth Management Group LLC 177,088$11,638,0002.86%
Traverso Chambers Private Wealth Management, LLC 137,691$9,049,0002.70%
Virginia National Bank 32,464$2,134,0002.44%
View complete list of WISDOMTREE TR shareholders