WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 316 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,524 | -2.5% | 512,667 | +0.9% | 0.15% | 0.0% |
| Q2 2023 | $32,329 | +1.9% | 508,325 | -0.9% | 0.15% | -5.8% |
| Q1 2023 | $31,731 | -1.2% | 512,941 | -1.0% | 0.16% | -6.6% |
| Q4 2022 | $32,109 | -99.9% | 518,311 | +4.8% | 0.17% | +8.4% |
| Q3 2022 | $27,338,000 | -1.6% | 494,723 | +5.3% | 0.15% | +2.7% |
| Q2 2022 | $27,771,000 | -9.4% | 469,893 | +0.7% | 0.15% | +6.4% |
| Q1 2022 | $30,668,000 | +4.9% | 466,648 | +5.4% | 0.14% | +7.6% |
| Q4 2021 | $29,237,000 | +16.3% | 442,724 | +110.1% | 0.13% | +5.6% |
| Q3 2021 | $25,132,000 | +1.4% | 210,679 | +2.3% | 0.12% | +5.1% |
| Q2 2021 | $24,779,000 | +9.1% | 205,945 | +4.0% | 0.12% | -4.1% |
| Q1 2021 | $22,712,000 | +12.5% | 198,049 | +5.4% | 0.12% | +4.2% |
| Q4 2020 | $20,193,000 | +12.1% | 187,842 | +1.2% | 0.12% | -2.5% |
| Q3 2020 | $18,009,000 | -6.0% | 185,586 | -10.1% | 0.12% | -16.0% |
| Q2 2020 | $19,166,000 | +13.3% | 206,356 | -1.3% | 0.14% | -11.1% |
| Q1 2020 | $16,923,000 | +147.0% | 209,085 | +223.2% | 0.16% | +205.7% |
| Q4 2019 | $6,852,000 | +24.9% | 64,687 | +16.8% | 0.05% | +10.4% |
| Q3 2019 | $5,488,000 | -5.9% | 55,393 | -8.0% | 0.05% | -11.1% |
| Q2 2019 | $5,835,000 | +4.2% | 60,214 | +1.3% | 0.05% | 0.0% |
| Q1 2019 | $5,601,000 | +11.6% | 59,449 | +0.0% | 0.05% | -1.8% |
| Q4 2018 | $5,018,000 | -11.2% | 59,420 | +0.3% | 0.06% | +1.9% |
| Q3 2018 | $5,652,000 | +14.7% | 59,242 | +7.9% | 0.05% | +3.8% |
| Q2 2018 | $4,927,000 | -4.6% | 54,901 | -5.9% | 0.05% | -10.3% |
| Q1 2018 | $5,165,000 | +13.4% | 58,373 | +18.0% | 0.06% | +7.4% |
| Q4 2017 | $4,556,000 | +33.8% | 49,456 | +26.1% | 0.05% | +17.4% |
| Q3 2017 | $3,405,000 | -9.7% | 39,208 | -12.6% | 0.05% | -16.4% |
| Q2 2017 | $3,771,000 | +8.7% | 44,851 | +7.2% | 0.06% | -6.8% |
| Q1 2017 | $3,469,000 | -14.6% | 41,829 | -17.7% | 0.06% | -22.4% |
| Q4 2016 | $4,063,000 | -15.9% | 50,854 | -19.0% | 0.08% | -15.6% |
| Q3 2016 | $4,834,000 | -6.7% | 62,790 | -8.2% | 0.09% | -18.2% |
| Q2 2016 | $5,182,000 | -0.6% | 68,394 | -3.7% | 0.11% | -6.8% |
| Q1 2016 | $5,212,000 | +5.3% | 71,009 | +2.1% | 0.12% | +0.9% |
| Q4 2015 | $4,950,000 | +8.7% | 69,575 | +2.9% | 0.12% | -10.7% |
| Q3 2015 | $4,552,000 | +1.2% | 67,632 | +9.1% | 0.13% | +5.6% |
| Q2 2015 | $4,496,000 | -4.5% | 62,017 | -3.4% | 0.12% | -7.5% |
| Q1 2015 | $4,706,000 | -2.5% | 64,203 | -1.3% | 0.13% | -10.1% |
| Q4 2014 | $4,825,000 | +7.9% | 65,061 | +3.6% | 0.15% | +12.9% |
| Q3 2014 | $4,471,000 | -4.2% | 62,822 | -4.7% | 0.13% | -19.0% |
| Q2 2014 | $4,666,000 | +6.3% | 65,894 | +1.6% | 0.16% | -1.8% |
| Q1 2014 | $4,389,000 | +7.0% | 64,871 | +5.3% | 0.17% | -1.2% |
| Q4 2013 | $4,101,000 | +10.6% | 61,631 | +1.7% | 0.17% | +3.7% |
| Q3 2013 | $3,708,000 | -9.8% | 60,585 | -11.9% | 0.16% | -22.5% |
| Q2 2013 | $4,112,000 | – | 68,757 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |